Signals

← Signals

☆SPHQ

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

Flow ranking

Rank#457
Score / z0.381 / 0.53
Consensus227.39 over 434 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest-46% / 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 894.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 668.7 10.1% 3 +0.4 pp +0.5 pp +10.1 pp +10.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 645.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 611.6 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 433.2 0.0% 3 +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 421.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 369.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 360.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 327.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 251.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 210.3 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 196.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 187.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 159.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 145.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 126.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 125.2 8.4% 3 +0.0 pp -0.3 pp +8.4 pp +8.4 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 109.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 102.2 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 98.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 92.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 80.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 75.2 1.7% 4 +1.3 pp +1.2 pp +1.2 pp +1.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 73.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 67.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 65.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 58.0 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 55.6 5.3% 3 +0.2 pp +5.0 pp +5.3 pp +5.3 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 55.0 10.9% 3 +0.8 pp +1.2 pp +10.9 pp +10.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 53.0 4.2% 3 -0.1 pp +1.1 pp +4.2 pp +4.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 48.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 48.0 16.1% 3 +0.5 pp +0.4 pp +16.1 pp +16.1 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 47.6 10.3% 3 +0.0 pp -0.1 pp +10.3 pp +10.3 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 46.8 9.5% 3 -0.0 pp -0.5 pp +9.5 pp +9.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 44.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 42.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 41.7 5.9% 3 +0.2 pp -2.8 pp +5.9 pp +5.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 40.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 39.5 9.6% 3 -0.1 pp -0.4 pp +9.6 pp +9.6 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 36.2 15.7% 1 +15.7 pp +0.3 pp +15.7 pp +15.7 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 34.0 4.5% 3 -0.2 pp -0.8 pp +4.5 pp +4.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 33.7 1.6% 3 +0.1 pp +0.5 pp +1.6 pp +1.6 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 32.9 11.6% 3 -0.9 pp -1.0 pp +11.6 pp +11.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 30.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 29.7 19.0% 3 +0.3 pp +0.1 pp +19.0 pp +19.0 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 27.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 27.7 0.1% 3 -0.8 pp -1.0 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 25.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 24.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 21.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 21.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 20.5 0.3% 4 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 20.4 9.9% 3 -0.0 pp -1.1 pp +9.9 pp +9.9 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 20.3 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 20.2 3.0% 3 +0.1 pp -0.0 pp +3.0 pp +3.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 18.9 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 18.9 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 18.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 18.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 18.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 17.8 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 17.3 4.9% 3 +0.2 pp -0.9 pp +4.9 pp +4.9 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 16.7 1.5% 3 +0.0 pp +0.2 pp +1.5 pp +1.5 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 16.7 6.7% 3 -0.1 pp -0.4 pp +6.7 pp +6.7 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 16.4 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 15.8 6.6% 3 -0.5 pp -0.8 pp +6.6 pp +6.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 15.4 12.7% 3 +0.5 pp +3.3 pp +12.7 pp +12.7 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 14.8 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 14.5 10.3% 3 -0.5 pp -0.8 pp +10.3 pp +10.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 14.1 2.4% 3 -0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 12.2 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 12.0 4.8% 3 -0.2 pp -0.5 pp +4.8 pp +4.8 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 11.9 0.5% 3 -0.1 pp -0.6 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.9 0.3% 3 -0.4 pp -0.6 pp +0.3 pp +0.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 11.7 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 11.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 11.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 11.3 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.0 4.3% 3 -0.1 pp -0.2 pp +4.3 pp +4.3 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 10.9 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 10.8 2.8% 3 +0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 10.6 2.0% 3 +0.0 pp -0.5 pp +2.0 pp +2.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 10.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 10.2 1.8% 3 +0.3 pp +0.2 pp +1.8 pp +1.8 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 9.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 9.3 5.1% 3 -0.3 pp -0.5 pp +5.1 pp +5.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 9.3 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 9.0 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 8.8 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 8.6 2.9% 3 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 8.5 4.7% 3 -0.5 pp -0.7 pp +4.7 pp +4.7 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 8.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 7.9 2.6% 3 -0.2 pp -0.8 pp +2.6 pp +2.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 7.7 2.0% 3 -0.0 pp -0.3 pp +2.0 pp +2.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 7.7 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.6 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 7.6 1.8% 3 -0.9 pp -1.1 pp +1.8 pp +1.8 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 7.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 7.3 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 7.2 2.6% 2 -0.9 pp +2.6 pp +2.6 pp +2.6 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 7.1 3.3% 3 +1.9 pp +1.9 pp +3.3 pp +3.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 6.9 4.1% 3 -0.6 pp -0.8 pp +4.1 pp +4.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 6.8 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.8 1.0% 3 -0.8 pp -1.6 pp +1.0 pp +1.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 6.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 6.5 0.4% 3 -0.3 pp -0.4 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 6.5 2.7% 2 +2.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 6.5 3.2% 3 +0.1 pp -1.1 pp +3.2 pp +3.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.4 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 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.3 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.0 2.6% 3 -0.8 pp -0.7 pp +2.6 pp +2.6 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 6.0 1.5% 3 +0.0 pp +0.3 pp +1.5 pp +1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 5.8 0.6% 3 -0.0 pp -0.8 pp +0.6 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.7 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 5.3 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 5.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 5.2 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 5.2 3.9% 3 +0.1 pp -0.0 pp +3.9 pp +3.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 5.1 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 5.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 5.0 3.5% 3 +0.1 pp +0.1 pp +3.5 pp +3.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 4.9 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 4.8 0.9% 3 +0.4 pp +0.8 pp +0.9 pp +0.9 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.7 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 4.7 0.6% 3 +0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.5 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.4 0.5% 3 +0.4 pp +0.3 pp +0.5 pp +0.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 4.3 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 4.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 4.2 1.4% 3 -0.8 pp -0.8 pp +1.4 pp +1.4 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 4.2 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 4.0 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Collier Financial CIK 0001902901 0.619 141 3.9 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 3.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 3.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 3.7 1.3% 3 -0.2 pp -0.6 pp +1.3 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.6 1.6% 3 +0.4 pp +0.6 pp +1.6 pp +1.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 3.4 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 3.4 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 3.3 2.6% 3 -0.2 pp -0.3 pp +2.6 pp +2.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.3 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 3.2 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 3.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.2 0.5% 3 -0.2 pp +0.0 pp +0.5 pp +0.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.2 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 3.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 3.0 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 2.9 0.7% 3 -0.0 pp -0.7 pp +0.7 pp +0.7 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 2.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 2.9 2.8% 4 +0.4 pp +0.2 pp +1.7 pp +2.8 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 2.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 2.8 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 2.6 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.5 0.5% 3 +0.3 pp +0.2 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.4 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.8 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 2.3 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bell Bank CIK 0001002672 0.895 195 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 2.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.2 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 2.2 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 2.1 1.1% 3 -0.1 pp -2.8 pp +1.1 pp +1.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 2.1 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 2.0 1.3% 2 -0.3 pp +1.3 pp +0.1 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 2.0 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.9 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 1.7 0.1% 3 -0.0 pp -4.6 pp +0.1 pp +0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 1.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 1.6 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.6 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.6 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 1.4 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 1.4 1.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.7 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 1.4 0.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.4 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 1.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 1.2 0.8% 3 +0.0 pp -0.8 pp +0.8 pp +0.8 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 1.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.2 0.4% 3 -0.1 pp -1.0 pp +0.4 pp +0.4 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 1.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 1.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.0 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 1.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.0 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 1.0 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 1.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.0 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 0.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 3 -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 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 0.7 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.6 0.1% 3 -0.0 pp -1.3 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.6 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.5 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 0.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.5 0.2% 4 -3.7 pp -3.9 pp -3.7 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.4 0.5% 3 -0.7 pp -0.1 pp +0.5 pp +0.5 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AEGON USA Investment Management, LLC CIK 0001454937 0.751 42 0.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 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 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.4 0.2% 3 -0.8 pp -0.5 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.3 0.0% 3 -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
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.2 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 3 +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 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +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
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +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% 3 +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
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +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
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 3 -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
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 +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% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 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% 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% 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
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.0 0.0% 0 -0.2 pp -0.1 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
☆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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -6.6 pp -6.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 +0.0 pp -9.7 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 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
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -3.2 pp -3.5 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.0 0.0% 0 +0.0 pp -11.7 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 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
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 -12.9 pp -12.5 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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 -0.2 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 -1.2 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -14.3 pp -14.1 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 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
☆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
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 -0.1 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 SPHQ). Qtrs Held counts distinct quarters this fund has actually held SPHQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPHQ position size. Δ columns are the percentage-point change in SPHQ'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