Signals

← Signals

☆SHV

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

Flow ranking

Rank#24492
Score / z-1.444 / -2.16
Consensus197.15 over 377 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,051.0 0.0% 2 +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 660.1 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 607.9 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 353.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 285.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 276.1 12.7% 2 +3.6 pp +12.7 pp +12.7 pp +12.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 238.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 216.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 166.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 165.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 149.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 137.4 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 113.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 96.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 84.5 8.6% 2 -0.4 pp +8.6 pp +8.6 pp +8.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 78.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 76.1 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 74.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 67.8 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 61.8 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 58.3 24.4% 2 -26.3 pp +24.4 pp +24.4 pp +24.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 57.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 54.4 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 52.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 52.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 49.5 2.4% 2 -2.8 pp +2.4 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 44.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 43.2 10.2% 2 +0.7 pp +10.2 pp +10.2 pp +10.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 41.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 40.4 2.6% 2 -2.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 39.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 39.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 38.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 37.3 16.6% 2 -2.6 pp +16.6 pp +16.6 pp +16.6 pp
☆Family Manage LLC CIK 0001539947 0.278 323 36.7 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 35.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 35.7 5.4% 2 +0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 34.6 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 34.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 33.4 6.0% 2 -2.7 pp +6.0 pp +6.0 pp +6.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 31.1 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 30.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 30.2 5.5% 2 +1.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 29.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 28.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 28.4 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 28.4 9.9% 2 -1.8 pp +9.9 pp +9.9 pp +9.9 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 27.9 21.0% 4 -1.7 pp -1.0 pp +19.0 pp +21.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 25.6 28.5% 2 -5.0 pp +28.5 pp +28.5 pp +28.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 24.9 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 23.8 8.9% 2 -2.8 pp +8.9 pp +8.9 pp +8.9 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 23.6 10.0% 2 -0.8 pp +10.0 pp +10.0 pp +10.0 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 23.1 8.9% 2 -0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 22.7 9.6% 2 -13.0 pp +9.6 pp +9.6 pp +9.6 pp
☆Sierra Legacy Group CIK 0002056766 0.241 79 22.7 16.8% 2 -1.3 pp +16.8 pp +16.8 pp +16.8 pp
☆Lee Financial Co CIK 0001391166 0.828 162 22.1 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 21.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 20.8 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 20.4 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 20.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 19.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 17.8 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 17.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 17.1 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 16.6 4.0% 2 -1.3 pp +4.0 pp +4.0 pp +4.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 16.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 16.2 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 15.8 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 15.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 15.1 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 14.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 14.4 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 14.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 13.7 8.0% 2 +0.8 pp +8.0 pp +8.0 pp +8.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 12.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 12.2 7.1% 3 +0.2 pp -0.5 pp +7.1 pp +7.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 12.0 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 11.8 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 11.8 5.7% 2 -0.6 pp +5.7 pp +5.7 pp +5.7 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 11.4 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.134 71 11.2 8.4% 2 -0.4 pp +8.4 pp +8.4 pp +8.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 10.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 10.5 0.5% 2 +0.3 pp +0.5 pp -0.0 pp +0.5 pp
☆One Day In July LLC CIK 0001823172 0.854 167 10.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 10.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 9.9 5.7% 3 -1.3 pp -2.6 pp +5.7 pp +5.7 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 9.2 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.1 0.7% 4 -0.3 pp -0.7 pp -0.2 pp +0.7 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 9.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 9.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 9.0 7.4% 2 -2.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 8.7 3.1% 2 -0.7 pp +3.1 pp +3.1 pp +3.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.4 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 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 8.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 7.7 5.5% 2 -1.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.6 4.1% 3 +2.2 pp +2.2 pp +4.1 pp +4.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 7.4 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 7.3 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 7.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 7.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 7.1 5.9% 1 +5.9 pp +0.6 pp +5.9 pp +5.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 6.7 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.7 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 6.6 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 6.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED BANK CIK 0001286478 0.652 130 6.3 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 6.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 6.1 2.2% 3 -1.0 pp -3.2 pp +2.2 pp +2.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 6.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 6.0 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 5.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.8 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 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 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 5.6 1.3% 3 -0.2 pp -0.1 pp +1.3 pp +1.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 5.5 1.4% 2 -7.9 pp +1.4 pp +1.4 pp +1.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.4 1.7% 2 -1.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 5.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 5.2 1.2% 2 -0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 5.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 4.8 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 4.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 4.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 4.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 4.4 3.8% 2 -0.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 4.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 4.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 4.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 4.0 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORY RESEARCH INC CIK 0000902584 0.478 136 4.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 3.9 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 3.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 3.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 3.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 3.8 2.1% 2 -0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 3.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 3.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 3.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 3.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 3.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.5 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 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 3.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 3.2 1.2% 2 -0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 3.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 3.2 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 3.1 1.5% 2 -4.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 3.0 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 2.9 0.5% 2 -2.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 2.9 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 2.8 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 2.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 2.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 2.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.5 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 2.4 1.8% 2 -0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 2.4 1.7% 3 -1.1 pp -1.7 pp +1.7 pp +1.7 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 2.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 2.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 2.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 2.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 2.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 1.9 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Bank CIK 0001002672 0.895 195 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 1.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 1.7 1.0% 3 -0.6 pp -1.7 pp +1.0 pp +1.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.6 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.6 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.4 0.1% 2 -0.7 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 1.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 1.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cunning Capital Partners, LP CIK 0001571075 0.389 55 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.0 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 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.9 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.8 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.8 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.8 0.4% 2 -0.7 pp +0.4 pp +0.4 pp +0.4 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.7 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.7 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rinkey Investments CIK 0001730774 0.601 128 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 0.6 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.6 0.0% 3 -0.8 pp -0.1 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 0.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.4 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.4 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.4 0.1% 2 -1.7 pp +0.1 pp +0.1 pp +0.1 pp
☆Cairn Investment Group, Inc. CIK 0001800358 0.361 65 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 0.4 0.4% 2 -0.7 pp +0.4 pp +0.4 pp +0.4 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 2 -0.4 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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 2 -0.7 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 2 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 2 -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
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +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
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +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
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -8.1 pp -9.1 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 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
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.280 64 0.0 0.0% 0 -5.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.075 75 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 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
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.1 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
☆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
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 SHV). Qtrs Held counts distinct quarters this fund has actually held SHV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHV position size. Δ columns are the percentage-point change in SHV'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