Signals

← Signals

☆THRO

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

Flow ranking

Rank#20767
Score / z0.000 / -0.01
Consensus155.07 over 333 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,921.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 785.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 497.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 410.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 220.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 184.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 177.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 150.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 137.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 123.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 90.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 81.7 4.1% 3 +0.0 pp -0.0 pp +4.1 pp +4.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 75.8 0.4% 3 +0.4 pp +0.0 pp +0.4 pp +0.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 68.5 2.8% 3 +0.0 pp +0.0 pp +2.8 pp +2.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 68.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 63.8 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 48.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 44.0 1.8% 3 +0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 31.7 3.6% 3 +0.2 pp +1.0 pp +3.6 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 30.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 28.7 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 28.5 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 27.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 22.7 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 22.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 21.9 1.3% 3 +0.3 pp -0.1 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 19.2 3.2% 3 -0.0 pp -0.2 pp +3.2 pp +3.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 19.2 2.4% 3 +0.2 pp +0.3 pp +2.4 pp +2.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 18.4 3.1% 3 +0.0 pp +0.1 pp +3.1 pp +3.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 17.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 17.3 2.9% 3 +0.2 pp -0.2 pp +2.9 pp +2.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 16.8 3.5% 3 +0.1 pp +0.1 pp +3.5 pp +3.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.4 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 15.2 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆EQ LLC CIK 0001757605 0.412 87 14.9 4.3% 3 -0.0 pp +0.6 pp +4.3 pp +4.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.9 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 14.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.5 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 14.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 13.5 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 13.4 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 13.0 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.7 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 12.2 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.8 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 11.4 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.4 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆EWA, LLC CIK 0001835252 0.457 332 11.4 2.8% 3 -0.2 pp -0.3 pp +2.8 pp +2.8 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 11.1 2.8% 3 +0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 10.7 1.9% 3 +0.2 pp +0.4 pp +1.9 pp +1.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.6 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.4 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 10.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 9.8 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 9.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 9.3 1.1% 3 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.5 2.6% 3 +0.0 pp +0.0 pp +2.6 pp +2.6 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.5 2.4% 3 -0.0 pp +0.3 pp +2.4 pp +2.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 8.5 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 8.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.3 3.7% 3 +0.0 pp +0.5 pp +3.7 pp +3.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 8.2 3.9% 3 +0.1 pp +0.4 pp +3.9 pp +3.9 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 8.1 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆TSFG, LLC CIK 0001800513 0.413 891 7.9 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 7.9 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.2 0.9% 3 -0.6 pp -0.6 pp +0.9 pp +0.9 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 7.1 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.1 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 6.6 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.6 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.1 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.6 1.1% 3 -0.4 pp -0.1 pp +1.1 pp +1.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.6 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 5.4 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.9 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.8 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.8 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.7 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 4.7 2.5% 3 +0.1 pp -4.5 pp +2.5 pp +2.5 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.6 4.5% 3 +0.7 pp +0.5 pp +4.5 pp +4.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 4.5 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 4.4 2.2% 3 -0.3 pp -0.4 pp +2.2 pp +2.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 4.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.1 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 4.1 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 4.1 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 4.0 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 4.0 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.0 2.3% 3 +0.2 pp +0.4 pp +2.3 pp +2.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.8 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.7 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.7 1.1% 3 +0.0 pp -0.3 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.5 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.3 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.2 1.2% 3 -0.1 pp +0.4 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.1 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 3.1 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.0 1.6% 3 -0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.8 0.5% 3 +0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.8 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.7 0.8% 3 +0.6 pp +0.7 pp +0.8 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.6 1.6% 3 +0.1 pp +1.0 pp +1.6 pp +1.6 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.6 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 2.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.3 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.3 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.3 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.2 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.9 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.8 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.7 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.7 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.6 1.1% 3 -0.1 pp +0.5 pp +1.1 pp +1.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.5 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.4 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 1.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 3 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.1 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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
☆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
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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 -0.2 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.9 pp -1.8 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.9 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -0.5 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
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 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
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 -0.1 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.0 0.0% 0 -2.8 pp -2.9 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 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 THRO). Qtrs Held counts distinct quarters this fund has actually held THRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its THRO position size. Δ columns are the percentage-point change in THRO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status