Signals

← Signals

☆TFLO

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

Flow ranking

Rank#253
Score / z0.825 / 1.23
Consensus104.77 over 204 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 ▾
☆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 342.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 320.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 198.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 127.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 118.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 88.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 83.3 12.3% 2 -0.3 pp +12.3 pp +12.3 pp +12.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 75.9 3.7% 2 -1.9 pp +3.7 pp +3.7 pp +3.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 73.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 69.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 67.9 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 67.8 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 65.2 8.3% 2 -0.5 pp +8.3 pp +8.3 pp +8.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 53.5 11.3% 2 +0.2 pp +11.3 pp +11.3 pp +11.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 53.0 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 50.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 47.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.9 0.1% 3 -0.1 pp -0.0 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 43.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 42.7 3.3% 2 -2.6 pp +3.3 pp +3.3 pp +3.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 40.4 17.4% 2 -0.0 pp +17.4 pp +17.4 pp +17.4 pp
☆Rinkey Investments CIK 0001730774 0.601 128 37.7 10.0% 2 -0.4 pp +10.0 pp +10.0 pp +10.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 35.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 31.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 28.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 28.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 27.6 10.8% 2 +8.9 pp +10.8 pp +10.8 pp +10.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 25.8 6.7% 2 -0.3 pp +6.7 pp +6.7 pp +6.7 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 25.4 4.8% 2 +2.8 pp +4.8 pp +4.8 pp +4.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 25.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 25.1 5.7% 2 -3.4 pp +5.7 pp +5.7 pp +5.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 21.9 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 21.5 5.5% 2 -0.8 pp +5.5 pp +5.5 pp +5.5 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 20.4 0.9% 2 -0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 17.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 17.3 11.1% 2 -0.3 pp +11.1 pp +11.1 pp +11.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 17.1 3.8% 3 +0.2 pp +0.6 pp +3.8 pp +3.8 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 16.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 13.6 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 13.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 12.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 12.6 9.5% 2 -1.1 pp +9.5 pp +9.5 pp +9.5 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 12.4 2.1% 2 -1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 12.3 1.3% 2 -1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 11.8 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 11.0 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 10.9 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 10.5 7.5% 2 -0.9 pp +7.5 pp +7.5 pp +7.5 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 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 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 10.4 7.5% 2 -0.9 pp +7.5 pp +7.5 pp +7.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 10.2 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 10.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 9.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 9.5 1.2% 2 -0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 9.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 9.1 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 9.1 5.4% 2 -4.8 pp +5.4 pp +5.4 pp +5.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 8.9 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 8.9 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 8.4 7.2% 2 -4.4 pp +7.2 pp +7.2 pp +7.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 8.2 2.2% 2 -0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 8.1 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 8.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 7.7 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 7.7 5.5% 2 -0.7 pp +5.5 pp +5.5 pp +5.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 7.6 2.0% 3 +0.1 pp -0.9 pp +2.0 pp +2.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.1 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 7.0 3.5% 2 -0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 6.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 5.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 5.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 5.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 5.3 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 5.3 2.1% 2 +0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 5.0 0.5% 2 -1.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 4.9 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 4.8 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 4.8 3.5% 2 -0.9 pp +3.5 pp +3.5 pp +3.5 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.7 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 4.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 4.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 4.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 3.9 0.5% 2 -4.3 pp +0.5 pp +0.5 pp +0.5 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 3.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 3.4 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 3.4 3.7% 2 +0.9 pp +3.7 pp +3.7 pp +3.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 3.3 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.2 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 3.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 2.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.7 0.2% 4 -0.2 pp -1.0 pp -0.8 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 2.6 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Malaga Cove Capital, LLC CIK 0001603001 0.210 185 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.9 1.1% 3 -0.2 pp -2.5 pp +1.1 pp +1.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 1.8 0.8% 2 -1.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.5 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.3 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 1.3 0.9% 2 -1.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 1.1 0.8% 2 -2.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.5% 2 -1.8 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.3 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 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 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.1 0.0% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -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% 2 -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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.2 pp -0.5 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
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just TFLO). Qtrs Held counts distinct quarters this fund has actually held TFLO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFLO position size. Δ columns are the percentage-point change in TFLO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status