Signals

← Signals

☆TLT

1071 in-universe funds with a nonzero position in TLT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1147
Score / z0.052 / 0.05
Consensus278.16 over 606 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)
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Fund Positions
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Quarters Held
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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 5,396.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,576.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3,497.7 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2,162.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,676.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,624.7 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 1,429.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 1,124.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 997.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 698.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 685.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 540.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 461.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 415.8 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 367.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 352.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 325.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 309.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 276.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 256.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 248.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 238.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 234.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 218.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 210.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 184.8 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 170.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 156.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 140.0 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 128.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 116.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 116.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 115.8 5.9% 3 -0.8 pp +0.1 pp +5.9 pp +5.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 112.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 108.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 98.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 93.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 92.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 89.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 86.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 83.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 77.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 72.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 71.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 71.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 70.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 69.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 64.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 62.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 60.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 59.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 54.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 54.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 52.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 51.6 33.0% 1 +33.0 pp +33.0 pp +33.0 pp +33.0 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 51.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 49.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 46.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 46.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 45.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 44.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 43.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 42.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 42.2 27.9% 1 +27.9 pp +27.9 pp +27.9 pp +27.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 41.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 41.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 40.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 39.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 38.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 37.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 36.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 35.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 35.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 34.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 34.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 31.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 31.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 31.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 30.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 28.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 28.5 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 26.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 26.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 25.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 24.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 24.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 24.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 24.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 24.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 24.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 24.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 23.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 23.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 23.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 22.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 22.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 22.4 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 21.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 19.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RD Finance Ltd CIK 0002057936 0.072 27 19.7 25.8% 1 +25.8 pp +25.8 pp +25.8 pp +25.8 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 19.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 19.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 19.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 19.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 18.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 18.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 18.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 18.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 17.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 17.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 16.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 16.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 16.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 15.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 15.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 15.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆TCM Advisors, LLC CIK 0001911491 0.528 62 15.2 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 14.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 14.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 13.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 13.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 13.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 13.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 12.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 12.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 12.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 12.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 12.2 4.8% 3 -0.6 pp -0.0 pp +4.8 pp +4.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 12.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 12.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.1 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 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 11.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 11.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Amundi CIK 0001330387 0.000 1 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 11.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 10.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 10.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 10.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 10.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 10.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 9.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 9.7 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 9.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 9.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 9.4 2.1% 2 -1.9 pp +2.1 pp +2.1 pp +2.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 9.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 9.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 9.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 9.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 9.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 8.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 8.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.1 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 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 7.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 7.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 7.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 7.3 0.6% 3 -0.2 pp +0.0 pp +0.6 pp +0.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U S WEALTH GROUP, LLC. CIK 0001554427 0.294 47 7.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 7.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 7.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 7.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 6.8 3.6% 3 -0.3 pp +0.0 pp +3.6 pp +3.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 6.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIXIS CIK 0001274981 0.561 1107 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 6.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 6.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 6.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 6.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 6.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 5.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 5.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 5.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 5.6 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.091 26 5.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 5.5 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 5.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆University of Illinois Foundation CIK 0001994249 0.055 29 5.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 5.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 5.0 2.4% 3 -0.2 pp +0.4 pp +2.4 pp +2.4 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 4.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Westshore Wealth, LLC CIK 0001806366 0.670 107 1.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 1.4 0.7% 3 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 1.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆NVWM, LLC CIK 0001697274 0.202 780 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 +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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 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% 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
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 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
☆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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 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
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +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% 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
☆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
☆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
☆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
☆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
☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +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
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 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
☆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
☆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
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 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
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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% 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
☆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
☆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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 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
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +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% 2 -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
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 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
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 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
☆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
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMER ROAD LLC CIK 0001604873 0.856 21 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 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% 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
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 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
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -9.6 pp -10.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -1.4 pp -2.9 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp -4.9 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -10.8 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 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
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 TLT). Qtrs Held counts distinct quarters this fund has actually held TLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TLT position size. Δ columns are the percentage-point change in TLT'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