Signals

← Signals

☆SCZ

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

Flow ranking

Rank#1263
Score / z0.037 / 0.01
Consensus266.52 over 470 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,755.8 1.8% 4 +0.1 pp +1.2 pp +1.2 pp +1.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 366.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 341.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 307.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 297.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 290.3 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 248.9 0.0% 4 +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 238.1 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 195.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 192.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 116.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 102.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 100.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 98.7 2.1% 4 +0.0 pp -0.1 pp -0.2 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 88.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 70.2 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 67.5 1.6% 4 +0.0 pp +0.6 pp +0.8 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 53.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 49.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 48.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 45.6 6.3% 4 -0.3 pp -0.4 pp -0.8 pp +6.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 45.2 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 42.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 41.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.0 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 37.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 37.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 36.8 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 35.0 0.8% 4 +0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 34.3 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 31.8 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 29.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 29.4 1.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 28.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 28.2 8.5% 4 +0.0 pp +0.3 pp +0.2 pp +8.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 24.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 24.6 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 23.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 23.3 5.5% 4 +0.5 pp +0.5 pp -0.1 pp +5.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 23.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 22.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.6 0.0% 1 +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 19.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 19.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 18.7 7.7% 4 +7.1 pp -0.4 pp -0.8 pp +7.7 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 18.1 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 18.0 2.3% 4 -0.0 pp +0.0 pp +0.3 pp +2.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 17.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 17.7 1.7% 4 +0.8 pp +0.7 pp +0.7 pp +1.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 16.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.5 0.0% 5 +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 16.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 15.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 15.4 0.9% 4 -2.0 pp -1.9 pp -1.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 14.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 13.7 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 13.4 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.3 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 12.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.9 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 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 11.2 3.3% 4 +0.1 pp +0.2 pp +0.2 pp +3.3 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 11.1 3.7% 4 +0.0 pp +0.1 pp -0.0 pp +3.7 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.0 2.8% 4 -0.4 pp -0.5 pp -2.0 pp +2.8 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 10.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 10.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 10.3 4.7% 4 -0.1 pp -0.0 pp -0.1 pp +4.7 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 10.2 2.1% 4 +1.8 pp +1.7 pp +1.7 pp +2.1 pp
☆DORVAL Corp CIK 0001999144 0.667 49 10.2 3.2% 4 -0.2 pp -0.2 pp -0.2 pp +3.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.1 2.0% 4 -0.0 pp -0.1 pp -0.2 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 9.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 9.1 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.0 2.4% 4 +0.0 pp -0.0 pp -0.0 pp +2.4 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 8.7 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 8.3 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 8.0 6.1% 4 +0.0 pp +1.8 pp +1.8 pp +6.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 8.0 1.7% 4 -0.0 pp -0.1 pp -0.3 pp +1.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.7 0.0% 5 +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 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 7.4 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.2 0.4% 4 +0.0 pp +0.2 pp +0.0 pp +0.4 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 7.0 2.2% 4 +0.1 pp +0.0 pp +0.0 pp +2.2 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 7.0 2.4% 4 +0.1 pp +0.3 pp +0.3 pp +2.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 6.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 6.0 2.9% 4 +0.4 pp +0.4 pp +0.4 pp +2.9 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 6.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 5.7 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 5.6 2.4% 1 +2.4 pp +2.4 pp +0.3 pp +2.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.5 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 5.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.2 1.6% 4 +0.1 pp -0.1 pp -0.0 pp +1.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.1 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 5.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 5.0 1.1% 4 +0.0 pp -0.2 pp -0.3 pp +1.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 4.9 1.9% 4 -2.0 pp -5.9 pp -6.7 pp +1.9 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 4.8 0.3% 4 -0.4 pp -0.4 pp -0.8 pp +0.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 4.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 4.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.7 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆Investors Research Corp CIK 0001730630 0.347 805 4.6 0.9% 4 -0.0 pp -0.1 pp -0.3 pp +0.9 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 4.6 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 4.6 0.9% 1 +0.9 pp -0.3 pp -0.3 pp +0.9 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 4.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 4.4 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 4.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 4.1 0.1% 4 +0.0 pp -1.3 pp +0.0 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.0 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 3.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.9 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 3.9 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 3.7 1.6% 4 +0.0 pp +0.6 pp +0.6 pp +1.6 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 3.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 3.6 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.5 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 3.4 0.9% 4 -0.0 pp -0.3 pp -0.1 pp +0.9 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 3.3 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.3 0.8% 4 -0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 3.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 3.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 3.1 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 3.0 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 3.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 3.0 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Partnership Wealth Management, LLC CIK 0002010656 0.560 67 2.9 2.2% 4 +0.1 pp +0.0 pp -0.1 pp +2.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 2.9 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 2.8 1.9% 4 +0.6 pp +0.9 pp +0.5 pp +1.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 2.7 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 2.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.5 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 2.5 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 2.5 0.9% 4 -0.1 pp -0.3 pp -0.6 pp +0.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 2.4 0.3% 4 -0.0 pp -0.1 pp -0.4 pp +0.3 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 2.4 0.9% 6 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 2.4 0.7% 4 -0.1 pp -0.1 pp -0.0 pp +0.7 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 2.4 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 2.4 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 2.4 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 2.4 1.8% 4 -0.1 pp -0.0 pp +0.0 pp +1.8 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 2.4 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.3 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 4 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.1 1.0% 4 -0.0 pp -0.2 pp -0.2 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 2.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.0 0.2% 2 +0.0 pp +0.2 pp -0.1 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.9 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.8 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 1.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 1.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.6 0.5% 4 -0.3 pp +0.1 pp +0.0 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.5 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 1.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.5 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 1.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 1.4 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 1.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.3 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 1.2 0.4% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 1.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 1.1 0.6% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 1.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 1.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 1.0 1.4% 4 +0.2 pp +0.3 pp +0.2 pp +1.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.0 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 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 0.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.8 0.2% 4 +0.0 pp -0.1 pp -0.3 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.7 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dala Group, LLC CIK 2129058 0.300 68 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.7 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 0.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.6 0.0% 4 -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
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 0.6 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.5 0.1% 4 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 0.5 0.2% 4 -0.7 pp -0.6 pp -0.6 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.5 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.4 0.3% 4 -0.2 pp -0.3 pp -0.3 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 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
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 0.3 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 0.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.2 0.1% 4 -0.4 pp -0.0 pp -0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.2 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bravera Wealth CIK 0002126773 0.454 352 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.1 0.0% 3 +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
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.0% 3 -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
☆City State Bank CIK 0001910666 0.322 809 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 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
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 0.1 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 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
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 2 -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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 -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
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 1 +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
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 -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
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 +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
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 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
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 4 +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% 2 -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
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 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
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 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
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 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
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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 -0.1 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -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% 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 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
☆PICTET BANK & TRUST Ltd CIK 0001535631 0.266 38 0.0 0.0% 0 +0.0 pp -1.8 pp -1.6 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp -0.0 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 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
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 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 -0.1 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.0 0.0% 0 -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp +0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 -0.1 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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Compass Financial Services Inc CIK 0002039088 0.671 57 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 0.0 0.0% 0 +0.0 pp -3.9 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 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
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SCZ). Qtrs Held counts distinct quarters this fund has actually held SCZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCZ position size. Δ columns are the percentage-point change in SCZ'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