Signals

← Signals

☆USFR

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

Flow ranking

Rank#160
Score / z1.186 / 1.68
Consensus153.24 over 311 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+93% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 838.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 723.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 646.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 432.5 7.5% 3 -7.6 pp -11.8 pp +7.5 pp +7.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 419.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 362.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 357.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 283.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 267.0 9.4% 3 -3.3 pp -7.5 pp +9.4 pp +9.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 167.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 160.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 158.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 131.0 25.4% 3 -11.5 pp -17.1 pp +25.4 pp +25.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 119.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 110.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 100.1 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 96.4 2.3% 3 -0.2 pp -0.7 pp +2.3 pp +2.3 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 93.6 15.1% 3 +3.3 pp +13.4 pp +15.1 pp +15.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 83.4 12.8% 3 +0.6 pp -0.5 pp +12.8 pp +12.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 72.3 4.7% 3 -0.3 pp -1.0 pp +4.7 pp +4.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 65.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 63.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 62.7 41.7% 3 -1.1 pp +1.2 pp +41.7 pp +41.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 59.1 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 56.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 56.0 10.4% 3 +6.1 pp -2.6 pp +10.4 pp +10.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 55.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 52.5 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 50.9 7.2% 3 -2.6 pp -4.1 pp +7.2 pp +7.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 46.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 45.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 44.9 16.8% 3 -0.4 pp -3.4 pp +16.8 pp +16.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 42.6 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 41.8 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 39.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 39.6 4.2% 3 +0.7 pp +0.3 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 36.5 17.1% 3 +2.0 pp -0.8 pp +17.1 pp +17.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 36.2 5.4% 4 +3.6 pp +3.9 pp +4.3 pp +5.4 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 35.2 3.0% 3 -0.2 pp -0.5 pp +3.0 pp +3.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 35.1 0.7% 3 -0.3 pp -0.6 pp +0.7 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 33.4 1.6% 3 +0.2 pp -0.1 pp +1.6 pp +1.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 32.3 0.8% 3 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 32.3 4.3% 3 -1.2 pp -2.4 pp +4.3 pp +4.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 32.2 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 30.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 30.4 5.6% 3 -2.9 pp +0.2 pp +5.6 pp +5.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 30.3 1.1% 4 -0.2 pp -1.3 pp -0.4 pp +1.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 29.8 6.4% 3 -2.3 pp -3.3 pp +6.4 pp +6.4 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 28.5 8.0% 3 -0.1 pp -0.8 pp +8.0 pp +8.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 27.9 9.8% 3 -1.6 pp -0.7 pp +9.8 pp +9.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 27.6 2.5% 3 -0.4 pp -1.0 pp +2.5 pp +2.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 26.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 26.1 6.1% 3 +0.9 pp -0.3 pp +6.1 pp +6.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 23.6 14.0% 5 -1.5 pp +1.8 pp -0.4 pp -0.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 23.0 1.7% 3 -1.4 pp -0.4 pp +1.7 pp +1.7 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 22.9 2.6% 3 -1.5 pp -1.3 pp +2.6 pp +2.6 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 22.9 10.4% 3 -0.7 pp -1.7 pp +10.4 pp +10.4 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 22.7 9.7% 3 -1.6 pp -0.1 pp +9.7 pp +9.7 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 22.6 21.3% 2 +4.1 pp +21.3 pp +21.3 pp +21.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 21.9 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 21.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 21.6 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 21.6 9.2% 3 +1.6 pp +1.5 pp +9.2 pp +9.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 21.6 6.3% 3 -0.0 pp -0.3 pp +6.3 pp +6.3 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 21.4 1.6% 3 +0.2 pp +0.8 pp +1.6 pp +1.6 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 21.2 6.7% 3 -0.2 pp +1.9 pp +6.7 pp +6.7 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 21.0 7.3% 3 -2.0 pp -5.3 pp +7.3 pp +7.3 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 20.0 10.9% 4 +0.1 pp +0.5 pp +0.2 pp +10.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 19.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 18.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 18.8 11.5% 3 +1.8 pp +2.6 pp +11.5 pp +11.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.5 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 17.5 3.4% 2 -0.5 pp +3.4 pp -3.7 pp +3.4 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 17.0 9.0% 4 -0.5 pp +1.8 pp +2.8 pp +9.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 16.9 5.9% 3 -1.4 pp -2.0 pp +5.9 pp +5.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.7 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.4 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 16.4 12.6% 2 -3.8 pp +12.6 pp +12.6 pp +12.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.1 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 16.1 12.0% 3 +0.7 pp +0.7 pp +12.0 pp +12.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 16.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 15.8 9.6% 3 -2.3 pp -18.9 pp +9.6 pp +9.6 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 15.8 3.1% 3 -0.4 pp -0.8 pp +3.1 pp +3.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 15.8 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.8 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.4 0.3% 4 -0.1 pp -0.3 pp -0.6 pp +0.3 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 15.1 12.2% 3 +0.6 pp +2.7 pp +12.2 pp +12.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 14.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 14.9 10.7% 3 -1.9 pp +3.2 pp +10.7 pp +10.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 14.1 10.7% 3 -0.9 pp -2.4 pp +10.7 pp +10.7 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 14.1 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.8 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.549 69 13.7 7.4% 3 -3.1 pp -4.7 pp +7.4 pp +7.4 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 13.7 3.1% 3 -0.5 pp +0.0 pp +3.1 pp +3.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 13.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 13.5 9.4% 3 -2.0 pp +0.2 pp +9.4 pp +9.4 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 13.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 13.4 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.0 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 12.9 2.9% 3 +0.3 pp +0.0 pp +2.9 pp +2.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 12.8 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 12.5 2.7% 4 +0.6 pp +0.4 pp +0.1 pp +2.7 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 12.4 5.4% 3 +0.3 pp -0.4 pp +5.4 pp +5.4 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 12.4 1.2% 3 -0.2 pp -1.9 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 12.1 4.4% 3 +0.5 pp -1.2 pp +4.4 pp +4.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 11.2 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.0 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 10.8 2.9% 3 -1.3 pp -2.9 pp +2.9 pp +2.9 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 10.7 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.5 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 10.5 0.5% 3 -0.0 pp -0.5 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.4 0.5% 4 -1.0 pp -1.2 pp -0.0 pp +0.5 pp
☆NVWM, LLC CIK 0001697274 0.201 780 10.4 2.3% 3 +0.2 pp +0.4 pp +2.3 pp +2.3 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 10.3 1.9% 3 +0.2 pp -0.1 pp +1.9 pp +1.9 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 10.3 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 10.0 2.9% 3 -0.0 pp +1.4 pp +2.9 pp +2.9 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 9.6 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
☆SFM, LLC CIK 0002064225 0.428 69 9.2 5.4% 5 -4.1 pp -2.7 pp -1.8 pp -2.3 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 9.2 3.4% 3 +0.4 pp +0.6 pp +3.4 pp +3.4 pp
☆DORVAL Corp CIK 0001999144 0.667 49 8.8 2.8% 3 -1.3 pp -3.0 pp +2.8 pp +2.8 pp
☆Warner Group LLC CIK 0002073617 0.415 129 8.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 8.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 8.3 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 8.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 8.0 4.8% 3 -3.3 pp +2.7 pp +4.8 pp +4.8 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 7.7 1.4% 3 +0.3 pp +0.3 pp +1.4 pp +1.4 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 7.5 3.6% 3 -1.6 pp -4.9 pp +3.6 pp +3.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 7.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.2 0.6% 3 -0.2 pp -0.4 pp +0.6 pp +0.6 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 7.2 1.5% 3 -1.3 pp -1.9 pp +1.5 pp +1.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.9 1.7% 3 -0.4 pp -0.8 pp +1.7 pp +1.7 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 6.6 3.6% 4 -0.2 pp -0.8 pp -0.9 pp +3.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 6.3 0.6% 3 -0.0 pp -8.0 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 6.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 6.2 0.7% 3 -0.3 pp -0.7 pp +0.7 pp +0.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.1 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 6.0 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 6.0 2.5% 3 -0.4 pp -1.1 pp +2.5 pp +2.5 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 5.9 1.1% 3 -0.2 pp -0.6 pp +1.1 pp +1.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 5.6 1.2% 3 -0.6 pp -0.5 pp +1.2 pp +1.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 5.5 1.0% 3 -0.2 pp -0.6 pp +1.0 pp +1.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.3 0.6% 3 -0.1 pp -0.4 pp +0.6 pp +0.6 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.3 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.2% 4 -0.0 pp -0.1 pp -0.4 pp +0.2 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 5.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 5.0 0.6% 3 +0.1 pp -1.7 pp +0.6 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 4.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 4.8 0.9% 3 -0.1 pp -0.7 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.7 0.1% 3 +0.0 pp -1.0 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.7 1.5% 3 -0.8 pp -0.5 pp +1.5 pp +1.5 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 4.7 2.1% 3 -0.4 pp -0.3 pp +2.1 pp +2.1 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 4.7 2.7% 3 -0.3 pp -0.2 pp +2.7 pp +2.7 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 4.7 0.7% 3 -0.4 pp -0.5 pp +0.7 pp +0.7 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 4.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CIM, LLC CIK 0001364725 0.348 169 4.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Charis Legacy Partners, LLC CIK 0002056602 0.635 28 4.3 6.4% 3 +0.5 pp +2.0 pp +6.4 pp +6.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.2 1.5% 3 -0.0 pp -0.4 pp +1.5 pp +1.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 4.2 3.5% 3 +0.3 pp +0.7 pp +3.5 pp +3.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 4.1 3.5% 3 -0.3 pp -1.3 pp +3.5 pp +3.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.0 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 3.9 1.4% 3 -0.8 pp -1.4 pp +1.4 pp +1.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 3.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 3.8 2.0% 4 -0.2 pp -0.5 pp +1.5 pp +2.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.6 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 3.5 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.4 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 3.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 3.0 0.7% 3 -0.8 pp -1.3 pp +0.7 pp +0.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.8 1.9% 4 -0.5 pp -1.0 pp -1.5 pp +1.9 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 2.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 2.6 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 2.6 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.5 0.0% 3 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 2.5 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.5 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 2.5 1.1% 4 -0.9 pp -1.3 pp -2.3 pp +1.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 2.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.2 0.6% 3 +0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 2.2 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 2.2 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.2 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.2 1.0% 2 +0.8 pp +1.0 pp +0.7 pp +1.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 2.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.1 1.4% 4 -0.2 pp -0.2 pp +0.4 pp +1.4 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 2.1 2.3% 3 +1.0 pp +1.0 pp +2.3 pp +2.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 1.9 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.8 0.9% 3 +0.0 pp +0.3 pp +0.9 pp +0.9 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 1.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.8 0.2% 3 -0.0 pp -1.8 pp +0.2 pp +0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 1.8 0.8% 3 +0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.8 1.2% 3 -0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 1.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.7 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.7 0.3% 3 -0.2 pp -0.7 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GreatBanc Trust CO CIK 0001427099 0.670 70 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 1.6 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 1.6 1.3% 3 +1.0 pp +1.0 pp +1.3 pp +1.3 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 1.6 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.5 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.4 0.7% 3 -0.4 pp -0.7 pp +0.7 pp +0.7 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 1.3 0.1% 3 +0.0 pp -0.4 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.3 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 1.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 1.2 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 1.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 1.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 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
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 1.1 0.7% 3 -0.2 pp -0.5 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 1.0 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.0 0.6% 3 -1.5 pp -2.2 pp +0.6 pp +0.6 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 1.0 0.3% 3 -3.6 pp -4.0 pp +0.3 pp +0.3 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.7% 3 -0.2 pp -0.7 pp +0.7 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 1.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.9 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.9 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.7 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.6 0.5% 4 -0.4 pp -0.5 pp -0.5 pp +0.5 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.6 0.1% 3 -0.0 pp -2.5 pp +0.1 pp +0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.6 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.5 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.2% 1 +0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.4 0.1% 3 -0.2 pp -2.7 pp +0.1 pp +0.1 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.4 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.3 0.2% 3 -0.2 pp -0.6 pp +0.2 pp +0.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.3 0.0% 4 -0.1 pp -0.1 pp -0.4 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.3 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.3 0.0% 1 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 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 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.1 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 3 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 3 -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% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +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% 3 -3.6 pp -3.3 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -1.5 pp -2.1 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 -0.0 pp -4.9 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -2.5 pp -5.2 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -3.0 pp -3.2 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.3 pp -0.3 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
☆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
☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -14.0 pp -14.2 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -7.6 pp -8.4 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -3.1 pp -4.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -1.9 pp -2.8 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -6.6 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
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.2 pp -1.2 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 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 -0.2 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -1.2 pp -4.2 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.7 pp -0.4 pp -0.3 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -4.9 pp -5.1 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 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
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -2.4 pp -2.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 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 USFR). Qtrs Held counts distinct quarters this fund has actually held USFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USFR position size. Δ columns are the percentage-point change in USFR'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