Signals

← Signals

☆XLK

2976 in-universe funds with a nonzero position in XLK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#64
Score / z2.975 / 3.57
Consensus815.23 over 1642 funds
Momentum0.08 =

Price & positioning

248 cached closes, trailing year
Drawdown-4%
Short interest+10% / 1.4d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆PeakShares LLC CIK 0002113507 0.881 122 5,064.2 3.8% 2 -1.2 pp +3.8 pp +3.8 pp +3.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4,653.3 0.8% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 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 4,339.2 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3,759.6 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,011.4 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2,420.3 2.5% 6 +0.6 pp +0.3 pp -0.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,267.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2,079.5 0.5% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,862.9 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,650.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,624.8 0.4% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 1,148.2 34.8% 5 +9.5 pp +6.5 pp +6.7 pp +25.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,115.5 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 1,075.9 6.9% 2 +1.9 pp +6.9 pp +6.9 pp +6.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 935.0 1.1% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 739.5 9.3% 4 +1.2 pp +2.2 pp +2.2 pp +9.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 705.0 0.8% 6 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 640.2 14.3% 5 +3.9 pp +3.6 pp +2.3 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 613.7 0.1% 5 +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 511.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 464.4 2.0% 5 +0.6 pp +0.5 pp +1.1 pp +1.2 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 408.0 1.6% 5 +0.3 pp +0.1 pp +0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 364.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 351.0 0.3% 5 +0.1 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 348.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 339.2 80.8% 1 +80.8 pp +80.8 pp +80.8 pp +80.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 323.4 1.2% 3 +0.1 pp +0.0 pp +1.2 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 307.1 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 301.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 298.5 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 297.2 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 290.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 264.4 12.2% 5 +2.1 pp +1.8 pp +0.9 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 263.1 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 258.3 7.7% 5 +1.7 pp +1.5 pp +1.4 pp +1.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 252.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 247.0 1.5% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 242.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 241.9 3.2% 5 +0.6 pp +0.2 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 241.6 5.9% 5 +1.5 pp +1.4 pp +1.3 pp +1.5 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 231.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRB CORP CIK 0001496228 0.790 23 228.7 12.3% 5 +5.3 pp +5.6 pp +5.8 pp +7.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 228.3 0.1% 5 +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 213.0 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 201.4 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 196.7 0.1% 5 -0.1 pp +0.1 pp -0.2 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 190.1 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 189.8 12.8% 5 +3.4 pp +5.8 pp +6.0 pp +8.8 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 188.4 2.5% 5 +0.4 pp +1.3 pp +1.2 pp +2.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 188.3 1.3% 5 +0.1 pp -0.7 pp -1.1 pp -0.2 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 177.0 9.5% 5 +2.3 pp +1.7 pp +1.6 pp +1.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 176.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 176.3 3.8% 5 +1.2 pp +0.1 pp -0.0 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 171.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 170.6 5.9% 2 +0.8 pp +5.9 pp +5.9 pp +5.9 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 166.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 166.2 13.2% 5 +2.3 pp +1.3 pp +0.9 pp +1.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 163.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 162.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 152.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 149.6 2.0% 4 -0.4 pp -2.6 pp -2.6 pp +2.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 148.6 7.2% 5 +1.4 pp +1.1 pp +0.9 pp +1.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 136.3 0.2% 6 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 134.0 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 132.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 131.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 126.8 0.6% 5 +0.1 pp +0.2 pp -0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 125.4 3.3% 5 +0.4 pp -0.0 pp +0.2 pp -0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 124.9 6.2% 5 +1.3 pp +0.6 pp +1.4 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 124.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 121.2 2.5% 5 +0.2 pp -0.0 pp -0.0 pp -0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 117.0 3.5% 5 +0.9 pp +0.9 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 111.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 106.8 4.9% 5 +0.9 pp -0.1 pp -0.9 pp -1.4 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 104.8 12.7% 5 +1.5 pp +1.1 pp +1.3 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 104.0 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 99.8 7.4% 5 +1.7 pp +7.3 pp +7.3 pp +7.3 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 98.6 11.5% 5 +4.6 pp +4.2 pp +2.0 pp +2.1 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 98.0 12.9% 5 +4.3 pp +2.6 pp +1.5 pp -1.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 96.2 0.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 95.5 2.8% 5 +0.3 pp +0.4 pp +0.2 pp -0.2 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 93.6 29.6% 5 +4.0 pp +3.2 pp +3.4 pp +4.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 91.4 0.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 90.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 89.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 88.9 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 87.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 87.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 85.9 2.9% 5 +0.4 pp +0.1 pp -0.3 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 83.3 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 82.0 1.0% 5 +0.2 pp +0.2 pp +0.2 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 81.4 5.2% 5 +0.5 pp +2.0 pp +1.2 pp +3.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 79.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 75.7 1.1% 5 +0.6 pp +0.8 pp +1.0 pp +1.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 75.3 6.2% 5 +1.0 pp +0.8 pp +0.5 pp +0.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 73.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 71.7 10.6% 5 +3.0 pp -0.6 pp -1.8 pp -0.8 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 70.8 14.9% 2 +2.0 pp +14.9 pp +14.9 pp +14.9 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 70.2 8.3% 5 +1.7 pp +1.2 pp +0.5 pp +0.9 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 67.8 12.2% 5 +3.6 pp +1.5 pp +3.1 pp +3.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 67.6 0.4% 4 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 67.5 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 67.4 0.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.3 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 66.8 6.1% 5 +2.3 pp +2.2 pp +2.4 pp +2.7 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 65.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 65.7 1.3% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 65.3 4.3% 5 +2.5 pp +2.5 pp +2.4 pp +2.3 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 65.2 8.0% 5 -0.8 pp -0.8 pp -1.0 pp -1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 64.7 0.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 64.6 12.5% 5 +3.8 pp +4.0 pp +4.2 pp +4.8 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 62.1 6.3% 5 +1.4 pp +1.3 pp +1.1 pp +1.1 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 59.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 58.3 1.2% 5 +0.3 pp +0.2 pp +0.3 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 58.0 1.2% 5 +0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 57.8 4.2% 5 +0.9 pp +0.6 pp +0.5 pp +0.8 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 57.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 57.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 56.3 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 55.7 2.2% 5 -1.1 pp -0.5 pp -1.6 pp -1.5 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 55.0 1.8% 5 +0.6 pp +0.8 pp +1.0 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 54.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 54.3 3.6% 5 +0.6 pp +0.6 pp +0.7 pp +0.9 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 52.8 3.6% 5 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 52.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 52.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 52.1 11.2% 5 +2.7 pp +2.1 pp +2.0 pp +2.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 51.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 51.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 51.0 9.4% 5 +2.1 pp +1.8 pp +1.3 pp +1.8 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 51.0 4.8% 7 +0.7 pp +0.5 pp +0.5 pp +0.4 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 49.8 3.5% 5 +1.1 pp +2.2 pp +2.6 pp +3.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 49.5 0.9% 7 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex LLC CIK 0001889147 0.576 180 49.1 7.5% 5 +1.4 pp +1.1 pp +1.2 pp +1.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 48.9 4.6% 7 +1.3 pp +0.7 pp +0.6 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 48.2 1.8% 5 +0.3 pp +0.2 pp +0.0 pp -0.7 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 47.8 6.1% 4 +1.1 pp -2.5 pp -0.2 pp +6.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 47.4 2.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 47.2 0.8% 5 -0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 46.9 4.2% 5 +2.6 pp +2.5 pp +2.5 pp +3.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 46.9 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 46.5 1.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 45.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 45.2 3.0% 5 +1.3 pp +1.4 pp +1.3 pp +2.6 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 44.9 2.3% 5 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 44.9 3.5% 5 +0.8 pp +0.4 pp +0.2 pp +0.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 44.6 5.8% 5 +1.3 pp +1.2 pp +1.2 pp +1.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 44.3 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 44.2 6.9% 5 +1.6 pp +1.1 pp +1.2 pp +1.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 44.2 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 44.1 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 43.4 1.7% 4 +0.4 pp +0.2 pp +0.1 pp +1.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 43.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 42.9 1.7% 5 +0.4 pp +0.5 pp +1.3 pp +1.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 42.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 42.6 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 42.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 41.9 0.5% 5 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 41.8 0.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 40.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 40.0 3.2% 5 +1.4 pp +0.6 pp +0.5 pp +0.6 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 39.8 12.4% 5 +2.1 pp +0.5 pp +0.3 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 39.4 0.4% 5 +0.1 pp +0.2 pp +0.4 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 38.9 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 38.9 3.5% 1 +3.5 pp +3.5 pp +2.6 pp +2.6 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 38.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 38.8 1.7% 5 +1.1 pp +1.2 pp +1.1 pp +1.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 38.7 4.1% 5 +1.1 pp +0.4 pp -0.1 pp -0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 38.6 0.7% 7 +0.0 pp +0.3 pp +0.3 pp -0.2 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 38.6 1.8% 5 +0.4 pp +0.2 pp +0.1 pp +0.1 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 38.2 4.2% 5 +1.0 pp +1.4 pp +1.9 pp +2.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 37.6 4.8% 5 +1.0 pp +0.6 pp +0.6 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 37.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 37.5 6.5% 5 +1.1 pp +1.3 pp +1.2 pp +1.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 37.1 1.1% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 37.0 0.4% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 36.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 36.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 35.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 35.7 4.2% 5 +0.7 pp +1.6 pp +1.3 pp +1.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 35.7 1.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 35.6 5.1% 5 +0.9 pp +0.7 pp +0.7 pp +0.8 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 35.3 3.0% 5 +0.2 pp +0.2 pp +0.1 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 35.3 0.6% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 35.2 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 35.1 13.8% 5 +4.8 pp +4.7 pp +4.5 pp +5.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 35.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 34.9 4.2% 5 +1.0 pp +1.1 pp +1.3 pp +1.7 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 34.6 3.7% 5 +0.7 pp +0.0 pp -0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 34.6 0.9% 5 +0.2 pp -0.0 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 34.5 0.6% 5 +0.2 pp +0.1 pp -0.2 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 34.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 34.4 5.9% 6 +1.0 pp +0.6 pp +0.5 pp +0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 34.0 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 33.3 2.6% 5 +0.7 pp +0.6 pp +0.6 pp +0.6 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 33.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 33.0 10.3% 5 +1.9 pp +1.1 pp +0.9 pp +1.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 32.9 0.7% 5 +0.0 pp -0.0 pp +0.4 pp -0.2 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 32.5 4.4% 4 +1.1 pp +1.0 pp +2.6 pp +4.4 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 31.7 16.5% 4 +3.0 pp +2.8 pp +2.9 pp +16.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 31.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 31.1 0.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 31.0 1.1% 5 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 30.6 0.7% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 30.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 29.9 2.2% 5 +0.4 pp +0.3 pp +0.6 pp +0.6 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 29.8 0.1% 2 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
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☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 29.5 13.3% 5 +1.4 pp -1.4 pp -1.8 pp -1.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 29.5 2.2% 5 +2.2 pp +2.2 pp -0.1 pp -0.2 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 29.4 10.5% 6 +1.6 pp +1.5 pp +0.4 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 29.3 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 29.2 3.3% 3 +0.1 pp -0.6 pp +3.3 pp +2.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 29.1 1.4% 5 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 28.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 28.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 28.0 0.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
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☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 27.7 15.6% 2 +0.7 pp +15.6 pp +15.6 pp +15.6 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 27.7 12.5% 1 +12.5 pp +12.5 pp +1.1 pp +1.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 27.4 1.1% 6 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 27.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 27.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 27.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
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☆Bonfire Financial CIK 0001762539 0.560 60 27.1 17.4% 5 +3.5 pp +2.8 pp +3.0 pp +3.9 pp
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☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 26.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 26.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 26.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 25.9 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 25.8 10.9% 5 +2.1 pp +1.9 pp +1.5 pp -3.3 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 25.6 12.9% 2 +2.4 pp +12.9 pp +12.9 pp +12.9 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 25.3 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 25.3 2.0% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 25.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 24.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 24.5 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 23.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 23.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp -0.4 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 23.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 23.3 1.1% 5 +0.2 pp +0.1 pp -0.0 pp -0.2 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 23.2 1.6% 5 +0.5 pp +0.4 pp +0.4 pp +1.2 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 23.0 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 23.0 2.5% 3 +0.8 pp +0.5 pp +2.5 pp +0.5 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 23.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 23.0 0.8% 6 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 22.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 22.3 0.5% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 22.1 0.6% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 22.0 13.9% 5 +2.2 pp +2.0 pp +1.8 pp +2.5 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 22.0 2.5% 5 +0.2 pp -1.3 pp -1.4 pp -1.3 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 22.0 2.7% 5 +0.4 pp +0.2 pp +0.1 pp +0.1 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 21.9 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 21.8 0.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Simmons Bank CIK 0001674486 0.467 369 21.7 1.2% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 21.7 2.1% 5 +1.8 pp +0.9 pp +0.9 pp +1.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 21.5 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 21.4 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 21.3 0.6% 1 +0.6 pp +0.5 pp +0.6 pp +0.6 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 21.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 21.1 5.5% 5 +1.1 pp +1.1 pp +1.1 pp +1.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 21.0 3.1% 5 +1.1 pp +0.6 pp +0.8 pp +2.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 20.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 20.9 1.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 20.9 2.3% 5 +0.5 pp +0.4 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 20.6 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 20.5 8.3% 6 +1.9 pp +1.3 pp +1.0 pp +2.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 20.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 20.4 0.4% 5 -0.5 pp -0.6 pp -0.9 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 20.2 1.2% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 20.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 20.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NorthRock Partners, LLC CIK 0001632097 0.841 669 20.0 0.3% 7 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 19.7 2.6% 3 +0.4 pp +0.2 pp +2.6 pp +2.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 19.7 1.0% 5 +0.1 pp -0.2 pp +0.1 pp -0.2 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 19.6 1.8% 4 +0.2 pp +0.2 pp +0.0 pp +1.8 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 19.2 0.1% 5 +0.1 pp -0.6 pp -0.7 pp -1.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 19.2 0.8% 5 +0.2 pp +0.0 pp -0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 19.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 19.1 8.7% 4 +0.0 pp +3.7 pp +3.1 pp +8.7 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 19.1 1.6% 5 +0.6 pp +0.5 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 19.0 0.4% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 19.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 18.8 1.0% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 18.8 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ES4, LLC CIK 0002095578 0.524 32 18.7 9.8% 2 +3.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 18.7 0.9% 5 +0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 18.6 12.9% 5 +1.9 pp +1.2 pp +1.1 pp +1.3 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 18.4 5.8% 5 +0.9 pp +0.8 pp +0.6 pp +0.8 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 18.4 10.7% 2 +1.9 pp +10.7 pp +10.7 pp +10.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 18.3 1.8% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 18.1 1.2% 5 -0.7 pp +0.0 pp -2.3 pp -0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 17.6 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 17.6 7.9% 5 +1.5 pp +1.1 pp +1.3 pp +1.6 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 17.5 4.2% 5 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 17.1 1.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 17.1 0.9% 5 +0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 17.1 1.1% 5 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 17.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 17.0 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 17.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 16.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 16.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 16.6 2.2% 5 +1.3 pp +1.7 pp +1.4 pp +1.9 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 16.5 7.5% 5 +6.2 pp +2.5 pp +5.7 pp +6.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 16.5 0.4% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 16.5 0.5% 5 +0.2 pp +0.2 pp -0.2 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 16.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Bank CIK 0001697791 0.298 122 16.1 4.9% 5 +1.2 pp +1.0 pp +1.1 pp +1.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 15.9 1.4% 5 +0.3 pp +0.1 pp +0.1 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 15.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 15.8 1.0% 2 +0.4 pp +1.0 pp +0.8 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 15.8 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 15.8 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.7 1.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 15.6 2.0% 5 +0.2 pp +0.1 pp -0.7 pp -1.6 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 15.4 1.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.3 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.1 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 15.1 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 15.0 3.2% 5 +0.8 pp +0.7 pp +0.9 pp +0.9 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 15.0 1.4% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 14.9 0.8% 5 +0.2 pp +0.0 pp -0.1 pp -0.2 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 14.9 3.1% 5 +1.1 pp +0.8 pp +0.8 pp +1.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 14.9 4.2% 5 +0.9 pp +0.7 pp +0.8 pp +1.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 14.8 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NFSG Corp CIK 0001879757 0.275 1245 14.8 1.8% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 14.7 4.0% 6 +0.8 pp +0.4 pp +0.3 pp +0.5 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 14.7 4.3% 2 +2.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 14.5 2.8% 5 +2.5 pp +2.5 pp +2.6 pp +2.6 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 14.5 6.7% 5 +1.1 pp +1.4 pp +1.5 pp +1.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 14.4 0.2% 1 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 14.4 1.3% 5 +0.3 pp -0.1 pp -0.2 pp -0.2 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 14.4 3.1% 5 +0.7 pp -1.7 pp +0.1 pp +0.6 pp
☆Markin Asset Management, LP CIK 0002110806 0.342 47 14.3 12.3% 2 +2.0 pp +12.3 pp +12.3 pp +12.3 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 14.3 2.4% 5 +1.1 pp +1.1 pp +1.1 pp +1.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 14.2 4.9% 5 +1.2 pp +0.7 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 13.9 1.4% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 13.8 4.8% 5 +1.1 pp +2.1 pp +2.9 pp +3.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 13.7 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 13.7 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 13.6 5.2% 5 +1.6 pp +1.4 pp +1.8 pp +1.9 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 13.5 1.4% 5 +0.5 pp +0.4 pp +0.3 pp +0.4 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 13.5 7.2% 5 -0.7 pp -2.7 pp -3.4 pp -5.8 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 13.5 5.1% 5 +1.0 pp +1.0 pp +0.8 pp -0.1 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 13.5 1.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 13.4 7.7% 5 +1.3 pp +1.0 pp +0.8 pp +0.8 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 13.4 1.1% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 13.4 4.3% 5 +1.4 pp +0.9 pp +1.6 pp +2.9 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 13.4 2.7% 5 +0.5 pp +0.3 pp +0.2 pp +0.2 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 13.4 4.1% 4 +3.9 pp -3.2 pp -0.9 pp +4.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 13.3 1.3% 5 +0.7 pp +0.7 pp +0.8 pp +0.3 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 13.2 0.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 13.2 3.4% 5 +1.0 pp +0.8 pp +0.8 pp +1.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 13.2 2.2% 5 +0.5 pp +0.3 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 13.1 2.6% 5 +1.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Wall Capital Group, Inc. CIK 0001699803 0.375 30 13.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
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☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 12.9 5.7% 5 +3.5 pp +3.8 pp +4.0 pp +4.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 12.9 4.7% 4 +0.8 pp +0.9 pp +0.7 pp +4.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.8 0.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 12.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 12.8 5.0% 5 +0.8 pp +0.6 pp +0.7 pp +0.9 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 12.7 1.3% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Loudon Investment Management, LLC CIK 0001597089 0.271 95 12.7 6.2% 5 +1.8 pp +1.2 pp +1.2 pp +1.7 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 12.7 2.1% 4 +1.4 pp +0.8 pp -0.1 pp +2.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 12.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 12.6 0.8% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 12.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
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☆Clarus Wealth Advisors CIK 0001730149 0.310 86 12.4 4.8% 5 +0.3 pp +0.4 pp +0.1 pp +0.3 pp
☆MidFirst Bank CIK 0002077076 0.526 943 12.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
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☆10Elms LLP CIK 0002056650 0.266 526 12.3 5.2% 5 +0.9 pp -0.5 pp -0.4 pp -0.1 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.1 0.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 11.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 11.7 2.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 11.6 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 11.6 1.0% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.6 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 11.5 1.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 11.5 3.3% 5 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 11.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NWAM LLC CIK 0001655006 0.392 684 11.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
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☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 10.6 0.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 10.6 2.4% 5 +0.5 pp +0.4 pp +0.4 pp +0.5 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 10.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 10.4 0.3% 5 +0.1 pp +0.1 pp -0.2 pp +0.0 pp
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☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 9.7 1.7% 5 +0.5 pp +0.4 pp +0.4 pp +0.4 pp
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☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 6.5 1.5% 5 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
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☆Fulcrum Equity Management CIK 0001737888 0.098 140 6.4 5.2% 6 +0.7 pp -0.4 pp -0.9 pp +0.3 pp
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☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 6.3 0.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
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☆Strategic Advisors LLC CIK 0001569119 0.191 164 6.3 1.4% 5 +0.7 pp +0.7 pp +0.8 pp +0.7 pp
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☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 6.3 0.3% 5 +0.1 pp -0.5 pp +0.2 pp +0.2 pp
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☆EPG Wealth Management LLC CIK 0001803058 0.273 318 6.2 1.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MKT Advisors LLC CIK 0001906802 0.646 155 6.1 1.9% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
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☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.8 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
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☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.8 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.8 0.3% 5 +0.2 pp +0.1 pp -0.0 pp +0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
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☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Farmers National Bank CIK 0001632966 0.440 180 0.8 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 0.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCG Investment Co CIK 0002011697 0.075 118 0.8 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.1 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.8 0.3% 7 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.8 0.1% 5 +0.0 pp -7.5 pp -0.1 pp -0.1 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.8 0.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.8 0.3% 6 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.7 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.7 0.8% 3 -3.3 pp +0.0 pp +0.8 pp +0.8 pp
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☆Creekside Partners CIK 0002035951 0.343 193 0.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grove Bank & Trust CIK 0001662212 0.546 886 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆BCV Asset Management Inc. CIK 0002110721 0.558 116 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.7 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NATIXIS CIK 0001274981 0.561 1107 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Slagle Financial, LLC CIK 0001984918 0.043 127 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vericrest Private Wealth CIK 0001912300 0.443 44 0.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆WT Wealth Management CIK 0001780507 0.246 138 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆ALONGSIDE, LLC CIK 2113496 0.043 190 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.6 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.9 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆P SCHOENFELD ASSET MANAGEMENT LP CIK 0001040198 0.136 25 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Seal Cove Capital, LLC CIK 0002135303 0.355 10 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 0.0 0.0% 0 +0.0 pp -1.5 pp -3.2 pp -1.4 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -0.4 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Sava Infond d.o.o. CIK 0002055882 0.373 242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp -0.7 pp -0.4 pp -0.5 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -3.8 pp -4.1 pp -4.2 pp -4.4 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 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 -0.8 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 0.0 0.0% 0 +0.0 pp -1.0 pp -1.9 pp -1.9 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -2.3 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -3.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.312 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.4 pp -0.6 pp -0.5 pp -0.6 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -3.3 pp -2.8 pp -2.3 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 -0.8 pp -1.5 pp -1.5 pp -0.5 pp
☆Iyo Bank, Ltd. CIK 0001890435 0.442 32 0.0 0.0% 0 -1.4 pp -0.3 pp -0.2 pp -0.2 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 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 XLK). Qtrs Held counts distinct quarters this fund has actually held XLK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLK position size. Δ columns are the percentage-point change in XLK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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