Signals

← Signals

☆SLYV

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

Flow ranking

Rank#388
Score / z0.565 / 0.49
Consensus184.38 over 342 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1060% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 489.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 102.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 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 98.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 95.3 12.5% 4 -0.1 pp -0.1 pp +0.5 pp +12.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 75.5 1.2% 6 +0.0 pp -0.0 pp -0.4 pp -0.8 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 74.8 3.6% 4 -0.1 pp -0.5 pp -0.3 pp +3.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.5 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 52.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 36.0 1.0% 4 +0.1 pp +0.3 pp +0.3 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 33.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 30.6 3.1% 4 +0.0 pp +0.1 pp +0.2 pp +3.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 29.6 1.8% 4 +0.0 pp +0.0 pp +0.1 pp +1.8 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 27.5 16.9% 3 +0.4 pp -0.9 pp +16.9 pp +16.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 27.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.1 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 26.9 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 26.6 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 25.2 1.4% 4 +0.0 pp -0.0 pp +0.0 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 24.2 1.5% 3 -0.6 pp +0.2 pp +1.5 pp +1.5 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 23.6 3.2% 4 +0.1 pp +0.1 pp +0.3 pp +3.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 19.8 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 19.2 7.5% 4 +0.3 pp +0.4 pp +0.8 pp +7.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 19.1 2.0% 4 -0.8 pp -0.8 pp -0.8 pp +2.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 19.0 3.2% 4 +0.2 pp +0.3 pp +0.3 pp +3.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 19.0 1.5% 4 +0.1 pp +0.3 pp +0.5 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 17.3 3.1% 4 +0.1 pp -0.0 pp +0.1 pp +3.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 17.2 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 16.7 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 15.0 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 13.1 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 13.0 5.7% 4 -0.2 pp +0.1 pp +0.3 pp +5.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 12.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 12.0 4.3% 4 +0.0 pp -0.2 pp -0.2 pp +4.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 11.8 5.8% 4 +0.3 pp +0.4 pp +1.1 pp +5.8 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 11.8 2.7% 4 +0.3 pp +0.2 pp +0.3 pp +2.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.9 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 10.5 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 9.9 0.7% 4 +0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 9.6 2.3% 4 +0.3 pp +0.5 pp +0.6 pp +2.3 pp
☆LPWM LLC CIK 0001801101 0.514 98 9.5 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 9.4 5.1% 4 +0.5 pp +0.6 pp +1.6 pp +5.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.1 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.9 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 8.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 7.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 6.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 6.6 2.2% 6 -0.3 pp -0.1 pp -0.2 pp -0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.3 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.0 0.9% 4 -0.0 pp -0.1 pp +0.0 pp +0.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.9 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 5.9 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 5.8 1.9% 4 -0.2 pp -0.3 pp -1.8 pp +1.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 5.8 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.6 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.3 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 5.1 3.0% 4 +0.1 pp +0.1 pp +0.2 pp +3.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.9 3.2% 4 +0.2 pp +0.6 pp +1.0 pp +3.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 4.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 4.4 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 4.4 0.2% 2 -0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 4.2 1.5% 4 -0.0 pp -0.1 pp -0.0 pp +1.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.1 2.0% 5 -0.1 pp -0.1 pp +0.1 pp -0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 4.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 3.4 0.7% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 3.4 0.7% 4 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.4 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 3.2 2.5% 4 +0.7 pp +0.2 pp +0.6 pp +2.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.1 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.1 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.9 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.7 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 2.6 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MidFirst Bank CIK 0002077076 0.526 943 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.5 0.5% 4 -0.0 pp -0.7 pp -0.6 pp +0.5 pp
☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 2.3 1.2% 4 +1.1 pp +1.1 pp +1.1 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 2.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.2 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.1 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.1 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.0 2.3% 4 +0.1 pp -0.5 pp -1.4 pp +2.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 2.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 2.0 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Kassira Wealth Management LLC CIK 0002095972 0.365 63 2.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 1.9 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.8 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 1.8 0.7% 4 -0.1 pp -1.6 pp -1.6 pp +0.7 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 1.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 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
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.7 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.7 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 1.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.5 1.1% 4 +0.0 pp +0.1 pp -0.0 pp +1.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.5 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.4 1.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.7 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.4 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.3 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 1.3 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 1.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.2 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 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 1.1 0.6% 4 -0.0 pp -0.2 pp -7.5 pp +0.6 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 1.1 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 1.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 1.1 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.0 0.3% 3 -0.4 pp -0.5 pp +0.3 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.0 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 1.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.0 0.3% 2 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.9 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.9 0.1% 4 +0.0 pp -1.0 pp -1.3 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.8 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.8 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.8 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Diversified Investment Strategies, LLC CIK 0001427196 0.482 52 0.8 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.7 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.6 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 0.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.6 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.5 0.1% 4 +0.0 pp -0.0 pp -0.5 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Addis & Hill, Inc CIK 0002016470 0.789 29 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.4 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Richwood Investment Advisors, LLC CIK 0001911900 0.389 106 0.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Sterling, Ltd. CIK 0001962005 0.216 85 0.4 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.3 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.3 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.3 0.1% 4 -0.0 pp -0.2 pp -0.0 pp +0.1 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.1 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 2 -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
☆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
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 5 +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
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +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
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 4 +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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 4 -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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -5.3 pp -5.2 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
☆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
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.1 pp -1.1 pp -1.6 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -3.3 pp -2.1 pp -1.9 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 +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% 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
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -1.7 pp -1.6 pp -1.6 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -5.2 pp -5.1 pp -4.9 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 SLYV). Qtrs Held counts distinct quarters this fund has actually held SLYV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLYV position size. Δ columns are the percentage-point change in SLYV'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