Signals

← Signals

☆SHM

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

Flow ranking

Rank#20342
Score / z0.000 / -0.02
Consensus140.32 over 240 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,020.1 0.1% 5 +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 246.6 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 169.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 110.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 103.4 7.3% 4 +1.1 pp +0.7 pp +0.8 pp +7.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 90.6 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 82.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 73.9 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 67.9 0.4% 4 -0.1 pp -0.3 pp -0.4 pp +0.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 53.2 1.6% 4 +0.1 pp +0.1 pp -1.2 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 42.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 35.6 0.5% 4 -0.7 pp -0.7 pp -0.7 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 32.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 28.7 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 22.3 2.7% 4 +0.2 pp +0.3 pp +0.9 pp +2.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 22.1 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.3 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 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 11.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 10.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 9.9 0.4% 4 -0.1 pp -0.2 pp -0.0 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 9.0 0.5% 4 +0.0 pp -0.4 pp -0.4 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.6 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 8.5 1.6% 4 +0.1 pp +0.1 pp +0.0 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 7.1 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 6.6 6.4% 4 +5.9 pp +5.9 pp +5.9 pp +6.4 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 6.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 6.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 5.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 4.9 1.0% 4 -0.0 pp +0.5 pp +0.6 pp +1.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 4.9 1.1% 4 -0.0 pp +0.6 pp +0.6 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 4.8 2.5% 4 +0.0 pp -0.3 pp -0.4 pp +2.5 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 4.6 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 4.4 1.5% 4 -0.2 pp -0.1 pp -0.2 pp +1.5 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 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 4.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 3.8 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 3.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 3.4 1.8% 4 -0.0 pp -0.2 pp +0.1 pp +1.8 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 3.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 2.7 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 4 -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 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 2.5 0.6% 4 -0.2 pp -0.2 pp -0.4 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 2.5 1.4% 4 -0.1 pp -0.0 pp -0.1 pp +1.4 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.4 1.3% 4 +0.2 pp +0.0 pp -0.0 pp +1.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 2.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 2.3 0.8% 4 -0.1 pp -0.6 pp -0.9 pp +0.8 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 2.3 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 2.2 1.7% 4 +0.0 pp -0.0 pp +0.0 pp +1.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.2 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.2 0.7% 3 +0.2 pp -0.0 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 2.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.9 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 1.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.8 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.7 0.3% 4 +0.1 pp +0.0 pp -0.1 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 1.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.4 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 1.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.2 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 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
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.9 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.9 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.8 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 0.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.6 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.5 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fullerton Advisors, LLC CIK 0002108355 0.510 54 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.3 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.2 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 4 +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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 5 -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
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.0% 1 +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
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 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
☆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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 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
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 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
☆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
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -2.1 pp -2.0 pp -1.9 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +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% 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 -0.0 pp -0.0 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
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.1 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
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 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
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 SHM). Qtrs Held counts distinct quarters this fund has actually held SHM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHM position size. Δ columns are the percentage-point change in SHM'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