Signals

← Signals

☆SDVY

507 in-universe funds with a nonzero position in SDVY within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#645
Score / z0.201 / 0.30
Consensus161.63 over 343 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 903.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 677.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 488.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 476.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 303.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 276.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 256.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 227.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 158.6 2.6% 2 -1.8 pp +2.6 pp +2.6 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 151.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 129.7 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 118.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 116.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 112.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 111.0 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 106.5 12.1% 2 +0.5 pp +12.1 pp +12.1 pp +12.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 93.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 81.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 60.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 53.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 52.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 49.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 48.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 30.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 24.8 1.3% 3 +0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 22.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 21.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 17.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 17.7 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 16.7 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 16.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 16.5 7.4% 2 +0.2 pp +7.4 pp +7.4 pp +7.4 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 16.4 7.9% 2 +0.3 pp +7.9 pp +7.9 pp +7.9 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 16.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 15.4 0.4% 4 -0.0 pp -0.3 pp -0.3 pp +0.4 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 15.3 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 15.1 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 13.7 4.7% 2 -0.7 pp +4.7 pp +4.7 pp +4.7 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 13.7 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 13.5 2.5% 2 -1.7 pp +2.5 pp +2.5 pp +2.5 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 13.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 11.2 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 10.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 10.0 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.3 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 9.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 9.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 9.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 8.4 3.3% 2 +1.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 8.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.1 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 7.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 7.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 7.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 7.2 3.3% 2 -1.0 pp +3.3 pp +3.3 pp +3.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 6.5 4.8% 2 -1.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 6.5 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 6.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 5.4 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 5.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 5.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 5.2 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 5.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 4.5 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 4.4 4.1% 3 -0.5 pp -0.9 pp +4.1 pp +4.1 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 4.3 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 3.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 3.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.6 0.9% 4 +0.2 pp -0.1 pp -0.3 pp +0.9 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 3.5 3.3% 2 +1.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 3.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 3.5 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 3.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 3.4 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 3.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Griffith & Werner, Inc. CIK 0002057200 0.308 71 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 3.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 3.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.0 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.9 0.7% 3 -1.2 pp -1.1 pp +0.7 pp +0.7 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 2.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 2.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 2.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 2.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 2.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 2.4 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.4 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 2.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.3 1.9% 3 +0.0 pp +0.3 pp +1.9 pp +1.9 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 2.3 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 2.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 2.0 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 1.7 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bolthouse Investments, LLC CIK 0001567013 0.332 86 1.7 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.4 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 1.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.9 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.9 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stiles Financial Services Inc CIK 0001904832 0.261 183 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.6 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.4 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.2 0.1% 1 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 2 +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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 2 -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
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -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 +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -1.6 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
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -2.4 pp -2.6 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -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% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 -11.2 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -2.8 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 SDVY). Qtrs Held counts distinct quarters this fund has actually held SDVY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SDVY position size. Δ columns are the percentage-point change in SDVY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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