Signals

← Signals

☆SPAB

567 in-universe funds with a nonzero position in SPAB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#184
Score / z1.041 / 1.47
Consensus180.84 over 337 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-69% / 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 605.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 391.7 5.9% 3 +0.1 pp +0.5 pp +5.9 pp +5.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 319.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 300.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 235.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 199.5 3.3% 3 -0.2 pp -0.6 pp +3.3 pp +3.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 182.5 2.3% 3 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 182.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 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 121.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 106.7 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 100.6 14.2% 3 -0.3 pp -1.0 pp +14.2 pp +14.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 96.4 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 95.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 91.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 85.0 2.0% 3 +0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 79.2 4.2% 3 -0.3 pp -0.4 pp +4.2 pp +4.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 72.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 72.1 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 71.7 7.3% 3 -0.2 pp -0.2 pp +7.3 pp +7.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 63.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 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 62.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 58.8 6.1% 3 -0.1 pp -0.4 pp +6.1 pp +6.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 58.7 4.3% 3 +0.0 pp +0.9 pp +4.3 pp +4.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 56.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 55.5 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 55.3 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 54.3 4.0% 3 -0.2 pp -0.3 pp +4.0 pp +4.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 49.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 48.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 47.5 8.6% 3 -0.1 pp -0.3 pp +8.6 pp +8.6 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 45.9 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 40.7 6.6% 3 -0.4 pp -0.6 pp +6.6 pp +6.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 37.6 0.5% 3 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 36.5 4.2% 3 -0.0 pp -0.2 pp +4.2 pp +4.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 36.4 0.7% 3 -0.6 pp -0.6 pp +0.7 pp +0.7 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 34.9 2.8% 3 +0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 34.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 34.4 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 34.4 19.4% 4 +1.2 pp +1.0 pp -0.8 pp +19.4 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 33.4 4.9% 3 +0.1 pp -0.1 pp +4.9 pp +4.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 32.9 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 32.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 32.6 12.0% 3 -0.1 pp -0.4 pp +12.0 pp +12.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 32.3 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 31.5 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 31.1 1.6% 3 -0.1 pp -0.7 pp +1.6 pp +1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 30.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 30.4 8.2% 3 +0.0 pp +0.0 pp +8.2 pp +8.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 30.3 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 28.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 28.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 28.4 3.0% 3 +0.1 pp +0.0 pp +3.0 pp +3.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 26.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 26.5 0.1% 3 -0.1 pp -0.5 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 25.9 5.9% 3 -0.0 pp -0.1 pp +5.9 pp +5.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 25.4 2.1% 3 -0.6 pp -0.6 pp +2.1 pp +2.1 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 25.3 7.7% 3 -0.2 pp -0.6 pp +7.7 pp +7.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 24.4 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 24.0 5.3% 3 -0.0 pp -0.1 pp +5.3 pp +5.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 24.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 23.6 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 20.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 20.2 2.0% 3 -0.2 pp -0.5 pp +2.0 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 19.8 4.4% 3 -2.2 pp -2.2 pp +4.4 pp +4.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.7 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 19.5 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 19.1 13.6% 4 +1.1 pp +1.5 pp +0.8 pp +13.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.0 0.0% 1 +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 18.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 17.9 6.9% 3 -0.2 pp -0.2 pp +6.9 pp +6.9 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 16.3 1.8% 3 +0.3 pp +0.4 pp +1.8 pp +1.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.1 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 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 13.0 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 13.0 8.0% 3 +0.6 pp +0.5 pp +8.0 pp +8.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 12.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.3 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 12.2 2.1% 3 +0.1 pp -0.3 pp +2.1 pp +2.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 12.1 7.6% 3 +0.8 pp +0.7 pp +7.6 pp +7.6 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 12.0 7.4% 4 -1.3 pp -2.2 pp -3.5 pp +7.4 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 11.7 7.4% 3 +0.2 pp +0.9 pp +7.4 pp +7.4 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 11.3 2.6% 3 -1.1 pp -1.1 pp +2.6 pp +2.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 10.9 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 10.7 1.6% 3 -0.3 pp -0.5 pp +1.6 pp +1.6 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 10.6 1.4% 3 +0.1 pp -0.8 pp +1.4 pp +1.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 10.6 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 10.4 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 10.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 9.8 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 9.1 1.7% 3 +0.1 pp +0.4 pp +1.7 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 8.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 8.7 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 8.6 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 8.5 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 8.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.4 2.1% 3 -0.0 pp -0.5 pp +2.1 pp +2.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 8.2 3.0% 4 -0.0 pp -0.5 pp +2.5 pp +3.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 8.2 1.6% 3 -0.0 pp -0.3 pp +1.6 pp +1.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 7.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 7.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 7.6 3.2% 3 +0.1 pp -0.1 pp +3.2 pp +3.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 7.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 7.5 3.8% 3 -0.4 pp -1.0 pp +3.8 pp +3.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.2 0.4% 3 -0.4 pp +0.0 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 7.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 6.7 1.5% 3 +0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆KWB Wealth CIK 0001822236 0.453 169 6.6 0.6% 3 -4.4 pp -5.5 pp +0.6 pp +0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.5 1.1% 3 -0.3 pp -0.3 pp +1.1 pp +1.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 6.5 2.7% 3 +0.4 pp -0.0 pp +2.7 pp +2.7 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 6.5 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 6.2 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.8 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 5.7 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Rinkey Investments CIK 0001730774 0.601 128 5.5 1.4% 3 -1.9 pp -2.5 pp +1.4 pp +1.4 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 5.5 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 5.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 5.2 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 5.1 1.2% 3 -0.6 pp -0.6 pp +1.2 pp +1.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 4.9 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 4.8 4.0% 3 +0.4 pp +0.2 pp +4.0 pp +4.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 4.7 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 4.5 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.4 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 3.9 1.2% 3 -0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 3.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.6 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 3.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 3.6 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 3.5 0.7% 3 -6.1 pp -6.4 pp +0.7 pp +0.7 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.5 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 3.4 0.5% 3 -0.9 pp -1.0 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.3 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 3.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 3.1 2.2% 3 -0.2 pp -0.1 pp +2.2 pp +2.2 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.1 2.1% 4 -0.1 pp -0.2 pp -0.6 pp +2.1 pp
☆Busey Bank CIK 0001427202 0.741 388 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.9 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 2.9 2.2% 4 +0.2 pp +0.5 pp +1.0 pp +2.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 2.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.6 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 2.6 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.5 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 2.3 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.3 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 2.1 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 2.0 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 2.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 4 -0.5 pp -0.0 pp -0.4 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.8 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.8 0.7% 3 +0.4 pp -2.1 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.8 1.1% 3 +0.1 pp -0.7 pp +1.1 pp +1.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.6 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.6 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 1.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Mill Capital Management, LLC CIK 0001901166 0.696 128 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.5 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.4 0.5% 3 +0.1 pp -2.5 pp +0.5 pp +0.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.3 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.3 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 1.3 0.3% 3 +0.0 pp -0.7 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 1.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 1.2 0.4% 1 +0.4 pp +0.2 pp +0.4 pp +0.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.1 0.5% 3 -0.4 pp -0.5 pp +0.5 pp +0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 1.0 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.0 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.9 0.6% 5 -0.1 pp -0.5 pp -1.4 pp -1.4 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 0.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆DOW CHEMICAL CO /DE/ CIK 0000029915 0.435 4 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.8 0.2% 3 -0.6 pp -0.0 pp +0.2 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.8 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.7 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.6 0.0% 3 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.5 0.2% 1 +0.2 pp -1.2 pp +0.2 pp +0.2 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.5 0.0% 3 -0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.5 0.2% 4 -0.0 pp -0.2 pp -0.7 pp +0.2 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.5 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.4 0.1% 3 -0.1 pp -0.7 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.4 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.4 0.2% 3 -0.0 pp -1.0 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.4 0.2% 3 -0.1 pp -0.8 pp +0.2 pp +0.2 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.7% 3 +0.4 pp -1.0 pp +0.7 pp +0.7 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 1 +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 -0.1 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.2 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTH DALLAS BANK & TRUST CO CIK 0002035144 0.224 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 3 -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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +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% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 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% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 2 -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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -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% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 3 +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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -10.4 pp -10.1 pp +0.0 pp +0.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.0 0.0% 0 -4.4 pp -4.3 pp +0.0 pp +0.0 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -1.2 pp -0.7 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.5 pp -0.3 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.0 0.0% 0 +0.0 pp -0.4 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 -1.9 pp -1.9 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 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 -0.1 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 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 -0.2 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -1.8 pp -1.7 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -8.4 pp -8.5 pp -8.9 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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 -4.5 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
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.4 pp -0.7 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 SPAB). Qtrs Held counts distinct quarters this fund has actually held SPAB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPAB position size. Δ columns are the percentage-point change in SPAB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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