Signals

← Signals

☆VYMI

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

Flow ranking

Rank#22238
Score / z-0.073 / -0.12
Consensus293.28 over 561 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-37% / 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 505.5 0.0% 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 501.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 230.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 225.2 5.0% 3 +0.1 pp +0.1 pp +5.0 pp +5.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 200.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 197.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 179.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 160.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 156.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 139.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 123.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 123.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 120.3 5.0% 3 -0.3 pp -0.4 pp +5.0 pp +5.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 99.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 80.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 70.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 61.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 61.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 53.8 7.7% 3 +1.4 pp +1.1 pp +7.7 pp +7.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 48.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 45.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 40.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 36.9 5.0% 3 -0.0 pp +0.1 pp +5.0 pp +5.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 36.7 8.2% 3 +0.1 pp +0.1 pp +8.2 pp +8.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 36.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 35.7 5.0% 3 +0.5 pp +2.3 pp +5.0 pp +5.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 30.2 0.5% 4 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 28.6 3.8% 3 -0.0 pp -0.2 pp +3.8 pp +3.8 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 27.6 3.1% 3 +0.3 pp +0.5 pp +3.1 pp +3.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 25.9 10.1% 3 +0.1 pp +0.3 pp +10.1 pp +10.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 25.5 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 23.5 4.7% 3 +0.1 pp +0.6 pp +4.7 pp +4.7 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 22.7 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 22.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 21.7 9.1% 5 +0.4 pp +1.6 pp +1.8 pp +2.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 20.2 4.7% 4 +0.2 pp -0.3 pp +1.5 pp +4.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 19.0 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 18.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 18.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 17.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 17.2 1.0% 3 -0.8 pp -0.9 pp +1.0 pp +1.0 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 15.7 6.7% 3 +0.3 pp +0.5 pp +6.7 pp +6.7 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 15.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 15.2 3.5% 3 +0.2 pp +0.2 pp +3.5 pp +3.5 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 15.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 15.0 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆Human Investing LLC CIK 0001767513 0.861 105 14.7 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 14.5 1.5% 3 -0.0 pp +0.3 pp +1.5 pp +1.5 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 14.4 2.0% 3 +0.1 pp +0.3 pp +2.0 pp +2.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 14.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.3 0.7% 3 -0.1 pp -0.6 pp +0.7 pp +0.7 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 13.9 4.0% 3 +0.2 pp +0.1 pp +4.0 pp +4.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 13.8 1.2% 3 +0.0 pp -0.2 pp +1.2 pp +1.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 13.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 13.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 13.3 3.9% 3 +0.2 pp +0.2 pp +3.9 pp +3.9 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 13.0 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 12.9 2.6% 3 +0.2 pp +0.6 pp +2.6 pp +2.6 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 12.7 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 12.7 11.0% 3 +0.0 pp -0.4 pp +11.0 pp +11.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 12.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 12.5 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 12.0 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 12.0 3.2% 3 +0.3 pp +0.3 pp +3.2 pp +3.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 11.9 2.0% 2 +1.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 11.9 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 11.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 11.7 1.4% 3 +0.2 pp +0.7 pp +1.4 pp +1.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 11.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 11.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 10.7 5.2% 5 -1.5 pp -3.1 pp -3.1 pp -3.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 10.4 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 10.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 9.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 9.9 2.9% 3 +0.1 pp +0.0 pp +2.9 pp +2.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 9.6 5.0% 3 +0.7 pp +1.5 pp +5.0 pp +5.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 9.4 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 9.0 3.8% 3 -0.2 pp -0.1 pp +3.8 pp +3.8 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.0 4.0% 2 -0.9 pp +4.0 pp +4.0 pp +4.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 8.9 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 8.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 8.2 6.2% 3 +0.1 pp +0.1 pp +6.2 pp +6.2 pp
☆Ariston Services Group CIK 0001743859 0.678 70 8.1 4.8% 3 +0.2 pp -0.2 pp +4.8 pp +4.8 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 8.1 3.0% 4 +0.4 pp +0.4 pp +2.5 pp +3.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.0 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 7.9 1.2% 3 +0.7 pp +0.7 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.8 0.0% 3 +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 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 7.3 2.9% 3 +0.3 pp +1.5 pp +2.9 pp +2.9 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 7.3 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 7.2 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 7.1 2.5% 3 -0.0 pp -1.5 pp +2.5 pp +2.5 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 7.1 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 7.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 7.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 6.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 6.7 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 6.7 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 6.6 1.0% 3 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 6.3 3.5% 3 -0.0 pp -0.0 pp +3.5 pp +3.5 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 6.2 4.8% 3 +0.2 pp +0.4 pp +4.8 pp +4.8 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 6.1 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 5.8 4.1% 3 +0.2 pp +0.2 pp +4.1 pp +4.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 5.7 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 5.1 2.7% 3 +0.3 pp +1.7 pp +2.7 pp +2.7 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 5.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.1 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 5.0 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.0 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.9 1.3% 3 -0.0 pp +0.4 pp +1.3 pp +1.3 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 4.9 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 4.8 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 4.6 2.4% 3 +0.2 pp +0.3 pp +2.4 pp +2.4 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 4.5 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 4.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.3 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 4.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 4.3 1.5% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆COWA, LLC CIK 0001844480 0.512 181 4.2 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 4.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 4.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 3.9 3.4% 3 +0.6 pp +0.6 pp +3.4 pp +3.4 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 3.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 3.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 3.7 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 3.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 3.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 3.4 1.1% 3 +1.0 pp +0.9 pp +1.1 pp +1.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 3.3 0.4% 3 +0.0 pp -1.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 3.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 3.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 3.2 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 3.1 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 3.1 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 3.0 4.2% 3 +0.4 pp +0.2 pp +4.2 pp +4.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 2.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 2.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MOTCO CIK 0001306333 0.349 840 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 2.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 2.5 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 4 +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 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MASECO LLP CIK 0002074052 0.917 291 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 2.2 2.0% 3 +0.2 pp +0.4 pp +2.0 pp +2.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.2 1.2% 4 +0.2 pp +0.1 pp -0.0 pp +1.2 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 2.1 1.3% 3 +0.3 pp +0.7 pp +1.3 pp +1.3 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 2.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 2.1 1.6% 3 -0.5 pp -0.5 pp +1.6 pp +1.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMC Financial Services LTD CIK 0002026391 0.472 61 2.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 2.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 2.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 2.0 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 1.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 1.9 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.9 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.8 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Sara-Bay Financial CIK 0001816444 0.680 87 1.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 1.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.832 21 1.7 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 1.7 1.5% 3 +0.1 pp +1.0 pp +1.5 pp +1.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 1.7 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 1.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 1.6 0.8% 4 -0.3 pp -0.1 pp -0.5 pp +0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 1.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.4 0.9% 3 -0.0 pp +0.4 pp +0.9 pp +0.9 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 1.4 0.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 1.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.2 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 1.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.2 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.0 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 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 1.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.9 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.8 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.8 0.4% 3 -3.4 pp +0.0 pp +0.4 pp +0.4 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.7 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.7 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 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.6 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.5 0.0% 3 +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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Bank CIK 0001002672 0.895 195 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.4 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.4 0.0% 1 +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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 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 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV CIK 0000867926 0.207 195 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SWS Partners CIK 0001731731 0.307 108 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 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 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 +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
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 3 -0.1 pp -0.1 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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 +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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 5 +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
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 +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
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -1.5 pp -1.6 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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 -0.0 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
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -5.4 pp -5.3 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.4 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.8 pp -0.5 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp -0.1 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -4.7 pp -4.8 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp +0.0 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 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 VYMI). Qtrs Held counts distinct quarters this fund has actually held VYMI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VYMI position size. Δ columns are the percentage-point change in VYMI'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