Signals

← Signals

☆SPSM

851 in-universe funds with a nonzero position in SPSM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#703
Score / z0.194 / 0.23
Consensus267.02 over 540 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,015.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 996.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 266.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 261.9 0.0% 1 +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 209.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 160.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 138.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 134.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 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 132.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 121.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 81.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 70.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 69.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 69.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 63.0 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 61.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 59.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 56.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 54.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 52.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 49.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 49.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 47.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 46.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 45.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 38.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 37.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 36.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 36.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 35.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 34.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 31.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 30.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 29.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 28.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 28.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 27.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 26.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 26.3 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 25.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 24.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 24.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 24.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 23.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 23.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 23.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 22.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆One Day In July LLC CIK 0001823172 0.854 167 22.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 21.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 20.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 19.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 18.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 18.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 18.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 16.7 2.2% 3 +0.2 pp +0.0 pp +2.2 pp +2.2 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 16.6 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 16.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 16.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 15.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 15.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 15.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 14.8 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 14.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 14.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 13.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 13.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 13.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 13.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 13.2 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 13.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 13.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 12.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 12.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 12.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 12.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 11.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 11.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 10.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 10.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 10.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 10.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 9.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 9.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 9.0 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 8.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 8.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 7.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 7.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 7.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 7.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 7.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆KWB Wealth CIK 0001822236 0.453 169 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 6.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 6.9 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 6.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 6.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 6.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 5.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 5.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆1248 Management, LLC CIK 0002011147 0.275 149 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AF Advisors, Inc. CIK 0001818044 0.880 30 3.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 3.5 3.4% 2 -1.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CVFG LLC CIK 0002050974 0.313 250 3.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 3.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DDFG, Inc CIK 0001967640 0.535 91 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 2.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.2 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 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARTER RESEARCH & INVESTMENT GROUP, INC. CIK 0001666624 0.334 92 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 1.5 0.8% 3 -0.1 pp -0.3 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.3 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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 1.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 1.0 0.6% 2 -0.8 pp +0.6 pp +0.6 pp +0.6 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Trust CIK 0001905128 0.729 334 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Bank CIK 0001752212 0.260 318 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 1 +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
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 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
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.499 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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% 1 +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
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +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% 1 +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
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 SPSM). Qtrs Held counts distinct quarters this fund has actually held SPSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPSM position size. Δ columns are the percentage-point change in SPSM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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