Signals

← Signals

☆SCHM

1041 in-universe funds with a nonzero position in SCHM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#511
Score / z0.311 / 0.43
Consensus302.87 over 561 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-3% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,743.2 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 915.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 320.8 2.4% 3 +0.1 pp -0.7 pp +2.4 pp +2.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 251.2 6.8% 3 -0.6 pp -0.5 pp +6.8 pp +6.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 209.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 180.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 163.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 140.5 5.0% 2 +2.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 129.9 7.5% 3 +0.1 pp +0.2 pp +7.5 pp +7.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 105.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 94.7 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 89.6 5.4% 3 -0.1 pp -0.1 pp +5.4 pp +5.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 66.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 54.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 52.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 49.4 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 48.8 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 47.2 3.9% 3 -0.5 pp -0.8 pp +3.9 pp +3.9 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 46.9 2.0% 3 +0.1 pp -0.6 pp +2.0 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 42.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 37.9 5.4% 3 -0.3 pp -0.3 pp +5.4 pp +5.4 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 37.1 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 34.2 8.6% 3 +0.1 pp +0.0 pp +8.6 pp +8.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 30.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 29.3 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 28.3 2.2% 3 -0.2 pp -1.3 pp +2.2 pp +2.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 27.0 5.3% 4 +0.1 pp -0.2 pp -0.2 pp +5.3 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 26.8 6.7% 3 +0.4 pp -0.8 pp +6.7 pp +6.7 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 26.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 25.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 22.9 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 22.4 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 22.0 6.7% 5 -0.0 pp +0.3 pp +0.8 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 21.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 21.4 5.8% 3 -0.1 pp -0.3 pp +5.8 pp +5.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 20.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 20.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 20.5 4.3% 3 -0.1 pp -0.3 pp +4.3 pp +4.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 20.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 20.0 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Essex LLC CIK 0001889147 0.576 180 19.7 3.5% 3 +0.1 pp +0.0 pp +3.5 pp +3.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 19.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 19.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 18.9 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 18.9 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.3 6.1% 3 +0.4 pp +0.4 pp +6.1 pp +6.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 18.2 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 18.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 15.8 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 15.6 13.4% 3 +0.1 pp +0.1 pp +13.4 pp +13.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 15.5 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 15.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 15.0 6.8% 3 -0.3 pp -0.2 pp +6.8 pp +6.8 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 15.0 2.9% 3 +0.1 pp +0.0 pp +2.9 pp +2.9 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 14.6 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 14.6 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 14.4 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 14.4 10.6% 4 +0.1 pp +0.4 pp +0.4 pp +10.6 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 14.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 13.8 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 13.8 4.2% 3 +0.0 pp +0.0 pp +4.2 pp +4.2 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 13.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 13.6 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 13.5 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 13.5 1.5% 3 -0.0 pp -0.4 pp +1.5 pp +1.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 13.1 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 13.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 13.0 9.7% 3 +0.1 pp +0.0 pp +9.7 pp +9.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 12.4 2.0% 3 -0.0 pp -0.9 pp +2.0 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 12.0 5.0% 3 -0.1 pp -0.0 pp +5.0 pp +5.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.8 3.0% 3 +0.0 pp -0.0 pp +3.0 pp +3.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.4 3.2% 3 +0.0 pp +0.3 pp +3.2 pp +3.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 11.4 2.5% 3 -0.0 pp -0.3 pp +2.5 pp +2.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 11.4 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 11.4 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 11.4 6.4% 3 -0.2 pp -0.4 pp +6.4 pp +6.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 11.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 11.1 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 11.0 3.2% 3 +0.4 pp +0.4 pp +3.2 pp +3.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 11.0 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 11.0 3.7% 3 -0.0 pp -0.1 pp +3.7 pp +3.7 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 10.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 10.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 10.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 10.6 4.5% 3 +0.0 pp +0.0 pp +4.5 pp +4.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 10.6 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 10.4 1.8% 3 -0.2 pp -4.4 pp +1.8 pp +1.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 10.3 3.7% 3 +0.1 pp +0.0 pp +3.7 pp +3.7 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 10.3 4.4% 3 -0.2 pp -0.3 pp +4.4 pp +4.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.1 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 10.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 9.9 0.7% 3 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 9.8 3.5% 3 -0.3 pp -0.3 pp +3.5 pp +3.5 pp
☆Lee Financial Co CIK 0001391166 0.828 162 9.7 1.3% 3 +0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.5 2.4% 3 -0.1 pp -0.3 pp +2.4 pp +2.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 9.2 3.7% 3 -0.0 pp -0.2 pp +3.7 pp +3.7 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 9.2 4.1% 3 +1.0 pp +1.0 pp +4.1 pp +4.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 8.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 8.8 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 8.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 8.7 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 8.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 8.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 8.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 8.1 6.2% 2 +1.1 pp +6.2 pp +6.2 pp +6.2 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 8.1 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 8.0 0.8% 3 -0.1 pp -0.3 pp +0.8 pp +0.8 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 8.0 4.6% 3 +0.2 pp +0.1 pp +4.6 pp +4.6 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 7.8 2.4% 3 +0.4 pp +0.4 pp +2.4 pp +2.4 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 7.8 3.4% 3 -0.6 pp -1.3 pp +3.4 pp +3.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 7.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 7.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 7.1 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 7.0 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 6.8 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 6.4 3.4% 3 +0.3 pp +0.3 pp +3.4 pp +3.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 6.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 6.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 6.2 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 6.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 6.1 2.4% 1 +2.4 pp +0.1 pp +2.4 pp +2.4 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 6.0 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 6.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 5.9 4.1% 3 -0.2 pp -0.1 pp +4.1 pp +4.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 5.9 1.8% 3 +1.8 pp -0.3 pp +1.8 pp +1.8 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 5.9 1.1% 3 -0.2 pp -1.2 pp +1.1 pp +1.1 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 5.8 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 5.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 5.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 5.3 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 5.3 2.2% 3 +0.3 pp +0.3 pp +2.2 pp +2.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.2 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 5.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 4.9 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 4.8 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 4.8 2.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.6 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 4.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 4.5 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 4.5 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 4.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 4.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.4 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.4 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 4.3 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.2 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 4.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 4.1 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 4.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 4.1 0.5% 1 +0.5 pp +0.1 pp +0.5 pp +0.5 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 4.1 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 4.0 2.0% 3 +0.1 pp -5.9 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 3.9 3.4% 3 -3.6 pp -3.2 pp +3.4 pp +3.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 3.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 3.9 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 3.8 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.8 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 3.8 1.3% 3 +0.5 pp +0.6 pp +1.3 pp +1.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.7 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 3.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 3.7 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 3.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 3.6 1.7% 4 +0.0 pp -0.3 pp -1.3 pp +1.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 3.5 1.8% 4 -0.3 pp -0.6 pp -0.8 pp +1.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 3.3 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 3.2 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 3.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 3.2 2.2% 3 -0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 3.2 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 3.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 3.1 0.7% 4 +0.0 pp -0.0 pp +0.3 pp +0.7 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.0 2.3% 3 +0.3 pp +0.2 pp +2.3 pp +2.3 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 3.0 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆John Boyer, Inc. CIK 1597484 0.647 39 3.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 3.0 1.0% 5 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 2.9 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 2.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 2.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 2.8 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.8 0.1% 2 +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 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 2.8 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 2.8 0.4% 1 +0.4 pp -0.2 pp +0.4 pp +0.4 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 2.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 2.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.7 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 2.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 2.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.6 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 2.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Athena Investment Management CIK 0001921093 0.240 132 2.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 2.4 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 2.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.4 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Bensler, LLC CIK 0001965941 0.354 198 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 2.4 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 2.3 1.2% 3 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 2.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 2.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 2.3 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆SWS Partners CIK 0001731731 0.307 108 2.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.2 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 2.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.1 3.1% 3 +0.8 pp +0.8 pp +3.1 pp +3.1 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WJ Financial Advisors LLC CIK 0002095682 0.187 136 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 2.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 2.1 1.3% 3 +0.0 pp -0.2 pp +1.3 pp +1.3 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 2.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.0 0.6% 3 -0.5 pp -1.1 pp +0.6 pp +0.6 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 2.0 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 1.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 1.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 1.8 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 1.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 1.7 0.5% 1 +0.5 pp -0.0 pp +0.5 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.7 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 1.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.6 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Seek First Inc. CIK 0002060504 0.523 67 1.6 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 1.6 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 1.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 1.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 1.5 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 1.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 1.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 1.4 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 1.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.3 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 1.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.2 2.0% 3 +0.4 pp +0.6 pp +2.0 pp +2.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.2 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Orca Investment Management, LLC CIK 0001511229 0.323 60 1.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 1.1 0.4% 3 -0.4 pp -0.0 pp +0.4 pp +0.4 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 1.1 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 1.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 1.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 1.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Crescent Sterling, Ltd. CIK 0001962005 0.216 85 1.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 1.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 1.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 1.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.0 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.9 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.9 0.6% 1 +0.6 pp -0.1 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.9 0.3% 3 +0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.9 0.5% 3 -0.2 pp -3.0 pp +0.5 pp +0.5 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.8 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.8 0.4% 3 -0.0 pp -1.6 pp +0.4 pp +0.4 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.8 0.6% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ASSET PLANNING SERVICES INC /LA/ /ADV CIK 0000811407 0.484 36 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.5 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whelan Financial CIK 0001894921 0.754 101 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.4 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Raub Brock Capital Management LP CIK 0001554656 0.394 45 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.3 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.3 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Osprey Private Wealth LLC CIK 0002041805 0.410 88 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HT Partners LLC CIK 0001552999 0.865 53 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 -2.1 pp -2.2 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.3 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
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -5.0 pp -5.2 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -3.1 pp -3.1 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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 -1.5 pp -1.3 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 SCHM). Qtrs Held counts distinct quarters this fund has actually held SCHM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHM position size. Δ columns are the percentage-point change in SCHM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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