Signals

← Signals

☆SCHO

836 in-universe funds with a nonzero position in SCHO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#227
Score / z1.052 / 0.93
Consensus232.08 over 437 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-21% / 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 ▾
☆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 2,687.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 406.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 363.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 186.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 154.3 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 99.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 95.2 10.2% 4 +0.1 pp +0.3 pp +0.2 pp +10.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 82.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 75.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 72.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 66.9 2.9% 4 -0.7 pp -1.0 pp -1.0 pp +2.9 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 62.5 5.0% 4 +0.2 pp +0.5 pp +0.4 pp +5.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 55.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 52.8 7.0% 4 +0.3 pp -0.4 pp -0.8 pp +7.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 51.3 5.0% 4 -0.1 pp -0.0 pp -0.0 pp +5.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 49.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 47.7 9.1% 4 +0.2 pp +0.3 pp -0.3 pp +9.1 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 45.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 44.8 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 41.7 7.6% 4 +0.2 pp +0.4 pp +0.2 pp +7.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 41.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 40.8 5.2% 4 +0.5 pp +0.5 pp +0.6 pp +5.2 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 39.2 2.4% 4 -0.1 pp +0.9 pp -1.2 pp +2.4 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 37.5 2.4% 4 -1.0 pp -1.0 pp -0.9 pp +2.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 36.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 36.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 35.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 34.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 33.6 11.9% 4 -0.4 pp +0.0 pp +6.1 pp +11.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 33.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 33.1 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 30.1 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 30.0 8.9% 4 +0.1 pp +0.2 pp +0.5 pp +8.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 29.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 28.5 4.3% 4 +0.5 pp +0.6 pp +0.3 pp +4.3 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 27.8 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 26.7 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 25.7 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 25.0 14.7% 4 -0.0 pp -3.5 pp -3.9 pp +14.7 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 23.4 5.4% 4 +0.2 pp +0.5 pp +1.4 pp +5.4 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 21.5 1.7% 4 +0.0 pp +0.0 pp +0.1 pp +1.7 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 20.9 1.8% 4 +0.2 pp +0.4 pp +0.4 pp +1.8 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 19.9 5.6% 4 -0.2 pp -0.2 pp +0.0 pp +5.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 19.3 1.5% 4 +0.2 pp +0.4 pp +0.5 pp +1.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 19.2 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 18.9 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 18.8 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 18.3 1.5% 4 -0.0 pp -0.1 pp -1.6 pp +1.5 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 18.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 17.5 1.9% 4 +0.1 pp +0.3 pp +0.1 pp +1.9 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 17.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 17.1 4.5% 4 +0.4 pp +0.4 pp +0.3 pp +4.5 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 16.7 1.4% 4 -0.2 pp -0.2 pp -0.4 pp +1.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.1 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 15.8 3.6% 4 -0.0 pp -0.3 pp -0.6 pp +3.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 15.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 15.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 14.5 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 14.5 6.9% 4 +2.4 pp +2.7 pp +6.6 pp +6.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.0 1.2% 3 +0.4 pp +0.5 pp +1.2 pp +1.2 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 14.0 4.0% 4 -0.0 pp +0.0 pp +0.1 pp +4.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 13.7 2.5% 4 -0.2 pp -0.2 pp -0.3 pp +2.5 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 13.5 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 13.4 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 13.3 2.8% 4 +0.0 pp -0.0 pp -0.2 pp +2.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 13.2 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.9 0.2% 4 -0.4 pp -0.5 pp -0.5 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 12.7 3.4% 4 -0.3 pp +0.0 pp -0.6 pp +3.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 12.6 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 12.3 3.1% 3 +1.4 pp +1.3 pp +3.1 pp +3.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 12.2 2.2% 4 +0.1 pp +0.2 pp +0.1 pp +2.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 11.5 1.5% 4 -0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 11.5 1.3% 4 +0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 11.0 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 10.6 6.4% 4 -0.8 pp +0.6 pp +0.3 pp +6.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 10.3 3.8% 4 +0.2 pp +0.2 pp +0.2 pp +3.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.1 0.6% 4 -0.2 pp -0.2 pp -0.8 pp +0.6 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 9.8 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 9.7 8.8% 3 +3.7 pp +3.5 pp +8.8 pp +8.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 9.6 2.5% 4 +0.0 pp -0.8 pp -0.7 pp +2.5 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.5 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 9.4 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 9.4 1.9% 4 +0.1 pp +0.3 pp +0.5 pp +1.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.1 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 8.9 4.1% 4 +0.7 pp +1.0 pp +1.3 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 8.4 3.7% 4 -2.6 pp -3.4 pp -4.7 pp +3.7 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 8.4 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 8.4 1.0% 4 +0.0 pp -0.0 pp +0.8 pp +1.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 8.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.2 1.4% 4 -0.1 pp -2.6 pp -3.0 pp +1.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.1 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 8.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 7.7 1.3% 4 -0.1 pp -0.4 pp -0.4 pp +1.3 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 7.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 7.2 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 7.1 3.1% 4 +0.1 pp -0.3 pp -0.4 pp +3.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 6.5 3.1% 5 +0.2 pp +0.3 pp +0.5 pp +2.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.5 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 6.4 2.7% 4 +0.3 pp +0.3 pp -0.5 pp +2.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.4 0.3% 4 -0.6 pp -0.5 pp -0.6 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 5.9 1.3% 4 +0.0 pp -0.4 pp -0.7 pp +1.3 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 5.8 1.1% 4 +0.4 pp +0.4 pp +0.3 pp +1.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 5.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 5.6 3.2% 4 -0.1 pp +0.2 pp +0.5 pp +3.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 5.4 2.8% 4 -0.0 pp -0.1 pp -0.5 pp +2.8 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 5.4 3.0% 4 +0.3 pp +0.1 pp -0.0 pp +3.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.3 3.4% 3 -4.3 pp +0.2 pp +3.4 pp +3.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 5.1 2.0% 4 -0.0 pp -0.1 pp -0.4 pp +2.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 5.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.9 0.7% 4 -0.2 pp -0.1 pp -0.2 pp +0.7 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 4.8 1.9% 4 +0.0 pp +0.2 pp -0.0 pp +1.9 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 4.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 4.7 0.4% 4 -0.7 pp -5.0 pp -5.1 pp +0.4 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 4.6 2.1% 4 +0.0 pp +0.4 pp +0.5 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harrington Investments, INC CIK 0001386364 0.287 82 4.4 2.3% 4 +0.1 pp +0.1 pp -0.0 pp +2.3 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.4 1.9% 4 +0.1 pp +0.2 pp +0.1 pp +1.9 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 4.4 1.3% 4 -0.6 pp -3.2 pp -3.6 pp +1.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 4.4 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.3 0.2% 4 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 4.2 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 4.1 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.9 1.3% 4 +0.1 pp +0.0 pp -1.1 pp +1.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.7 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 3.7 2.1% 4 +0.2 pp +0.3 pp +0.2 pp +2.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 3.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 3.5 2.3% 4 +1.8 pp +1.6 pp +1.7 pp +2.3 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 3.5 1.4% 4 -0.0 pp +0.4 pp +0.9 pp +1.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 3.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 3.2 2.0% 4 +0.2 pp +0.3 pp +0.8 pp +2.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 3.2 2.8% 4 +0.1 pp +0.2 pp +0.3 pp +2.8 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 3.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.2 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.1 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 3.1 2.4% 6 -0.5 pp -0.4 pp -0.6 pp -0.3 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 3.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 3.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 3.0 0.7% 4 +0.4 pp +0.2 pp -0.0 pp +0.7 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 3.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 3.0 2.9% 4 -0.0 pp -0.1 pp -0.6 pp +2.9 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 2.9 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 2.8 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 2.8 2.6% 4 -0.1 pp -0.2 pp -0.5 pp +2.6 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.8 0.8% 4 -0.0 pp +0.0 pp -2.3 pp +0.8 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 2.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.7 1.0% 4 +0.1 pp +0.2 pp +0.0 pp +1.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.7 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 2.6 2.0% 3 +0.0 pp -0.6 pp +2.0 pp +2.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 2.6 1.2% 5 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.5 1.9% 4 -0.1 pp -0.3 pp -1.3 pp +1.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.5 0.2% 2 -0.7 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 2.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 2.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.1 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 2.1 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
☆Bank of Marin CIK 0001801145 0.155 133 2.1 1.5% 4 +0.1 pp +0.1 pp -0.0 pp +1.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 2.0 0.5% 4 -0.1 pp -0.2 pp +0.4 pp +0.5 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 2.0 1.4% 4 +0.0 pp +0.1 pp -0.1 pp +1.4 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 2.0 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.0 1.7% 4 -0.2 pp +0.5 pp +1.0 pp +1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.0 0.1% 4 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.0 0.5% 4 -0.4 pp +0.5 pp +0.4 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.8 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 1.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.8 1.0% 4 -0.1 pp -0.6 pp -0.7 pp +1.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 1.7 1.2% 5 -0.2 pp -0.5 pp -0.9 pp -1.4 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.7 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 1.7 0.5% 4 -1.0 pp -1.0 pp -0.7 pp +0.5 pp
☆Gambit Capital Management, LLC CIK 0002107464 0.468 102 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 1.6 0.2% 4 -0.5 pp -0.6 pp -0.7 pp +0.2 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 1.6 0.7% 4 +0.3 pp +0.4 pp +0.5 pp +0.7 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.6 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 1.5 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 1.5 1.1% 4 +0.0 pp -0.1 pp -0.4 pp +1.1 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 1.5 0.8% 4 +0.2 pp +0.4 pp +0.5 pp +0.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.4 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.4 0.3% 4 -0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 1.4 0.6% 4 +0.1 pp -0.5 pp -0.1 pp +0.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Seek First Inc. CIK 0002060504 0.523 67 1.3 0.9% 4 +0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sage Investment Advisers LLC CIK 0001925418 0.283 98 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 1.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 1.2 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 1.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 1.2 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.2 1.9% 4 -0.3 pp +0.3 pp -0.5 pp +1.9 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 1.2 0.5% 4 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.2 0.2% 4 +0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.2 0.4% 1 +0.4 pp +0.4 pp -0.5 pp +0.4 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 1.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 1.1 0.8% 4 -0.2 pp -0.3 pp -0.2 pp +0.8 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 1.1 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.1 0.6% 4 -0.1 pp -0.0 pp +0.5 pp +0.6 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.1 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 1.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 1.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 1.0 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 1.0 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 1.0 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 1.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.9 0.5% 4 -0.7 pp -0.8 pp -1.0 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.9 0.9% 4 -0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.9 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.9 0.4% 3 -0.5 pp -0.1 pp +0.4 pp +0.4 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.9 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.9 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.7 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.7 0.6% 4 -0.1 pp -0.3 pp -0.4 pp +0.6 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.7 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 0.7 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.7 0.2% 6 -0.0 pp -0.1 pp -1.0 pp -2.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.7 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 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 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.7 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.6 0.0% 4 -0.4 pp -0.3 pp -0.4 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 0.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Unify Financial Advisors CIK 0002126814 0.217 90 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.5 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.5 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.5 0.2% 5 -0.2 pp -0.6 pp -0.6 pp -0.7 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.5 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.5 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.5 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 0.4 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 0.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.4 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Adelphi Trust Co CIK 0002106968 0.243 114 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.3 0.2% 4 -0.1 pp -0.2 pp -2.4 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.3 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.3 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.2 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.2 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 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 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.1 0.1% 3 -0.1 pp -1.8 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorato Capital Management CIK 0002095216 0.322 254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.0 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 4 -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
☆Spire Wealth Management CIK 0001858740 0.515 2226 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp -0.0 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.0 pp -0.9 pp -1.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -1.4 pp -1.2 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 +0.0 pp -1.6 pp -1.7 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -3.4 pp -3.4 pp +0.0 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 +0.0 pp -23.8 pp -24.8 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -4.9 pp -4.9 pp -5.1 pp -5.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.2 pp -0.2 pp -0.5 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.0 0.0% 0 -6.8 pp -7.2 pp -7.6 pp -8.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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 +0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 0.0 0.0% 0 -0.2 pp -0.3 pp -0.6 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
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp -0.1 pp -0.7 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -4.4 pp -4.2 pp -4.1 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.0 0.0% 0 +0.0 pp +0.0 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
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 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 -0.3 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 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
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -4.3 pp -4.4 pp -3.7 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 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 SCHO). Qtrs Held counts distinct quarters this fund has actually held SCHO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHO position size. Δ columns are the percentage-point change in SCHO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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