Signals

AGG

1866 in-universe funds with a nonzero position in AGG within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#21
Score / z6.159 / 7.87
Consensus570.57 over 1118 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-21% / 2.1d

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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14,364.6 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7,671.7 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5,527.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,378.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,934.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4,363.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,355.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 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 3,023.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,805.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 1,881.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1,880.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,649.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1,625.3 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,613.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,443.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 1,334.8 44.3% 1 +44.3 pp +44.3 pp +44.3 pp +44.3 pp
Creative Planning CIK 0001540235 0.979 4196 1,227.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,186.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Johns Hopkins University CIK 0001764756 0.949 18 1,162.0 61.4% 1 +61.4 pp +61.4 pp +61.4 pp +61.4 pp
FMR LLC CIK 0000315066 0.989 5571 1,129.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,091.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,035.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 990.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 984.7 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 983.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 973.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 919.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 905.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 812.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 808.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 772.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 688.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 665.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 658.2 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Members Trust Co CIK 0001677560 0.939 170 540.9 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 527.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 522.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 522.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 474.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 459.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 441.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 438.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Balentine LLC CIK 0001586678 0.932 243 429.6 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 411.6 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 395.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 395.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 352.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 341.3 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 325.5 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 317.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 311.7 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Simplify Asset Management Inc. CIK 0001846368 0.982 136 308.4 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 295.4 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 293.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 277.0 32.4% 1 +32.4 pp +32.4 pp +32.4 pp +32.4 pp
&PARTNERS CIK 0000107136 0.806 2509 261.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 254.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 244.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 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 237.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 235.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 223.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 220.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 211.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 204.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 204.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 198.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 195.7 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 189.3 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 173.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 170.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 169.3 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 159.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 158.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 157.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 153.1 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 152.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 144.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 140.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 140.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 132.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 130.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
REBALANCE, LLC CIK 0001811052 0.941 103 128.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 127.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 122.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 119.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 119.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 112.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 111.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 109.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
GenTrust, LLC CIK 0001697110 0.832 201 108.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 106.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 105.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 104.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 101.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 100.3 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 100.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 99.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 99.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 98.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 98.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 95.7 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 95.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 94.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
National Philanthropic Trust CIK 0001785342 0.575 409 93.2 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 92.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 91.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 90.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 89.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 89.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 87.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 86.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 85.8 25.7% 1 +25.7 pp +25.7 pp +25.7 pp +25.7 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 84.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 82.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 82.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 81.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 81.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 80.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 79.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 75.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 75.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 73.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
PDS Planning, Inc CIK 0000838618 0.712 609 73.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 73.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Juniper Hill Capital Management LP CIK 0001803460 0.000 0 73.1 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 72.9 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 71.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 70.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 69.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 68.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 68.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 67.0 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 66.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 66.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 66.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 65.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 64.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 63.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Trust Co CIK 0001632554 0.769 908 63.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 61.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 60.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 60.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 59.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Summit Global Investments CIK 0001697953 0.729 523 59.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 59.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 59.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 58.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 58.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 58.1 22.6% 3 -2.7 pp -0.7 pp +22.6 pp +22.6 pp
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Bricktown Capital, LLC CIK 0001934657 0.897 28 49.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 49.3 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
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Boston Partners CIK 0001386060 0.833 802 43.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MTC Wealth Management LLC CIK 0001821455 0.811 14 41.5 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 41.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 40.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 39.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
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Zhang Financial LLC CIK 0001776290 0.816 392 21.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 21.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 21.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 21.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Hudock, Inc. CIK 0001543536 0.674 217 21.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 21.4 11.2% 2 +4.3 pp +11.2 pp +11.2 pp +11.2 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 21.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 21.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 21.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 21.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Western Asset Management Company, LLC CIK 0001138897 0.000 10 20.6 27.0% 1 +27.0 pp +27.0 pp +27.0 pp +27.0 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 20.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 20.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ted Buchan & Co CIK 0002033413 0.435 95 19.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 19.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 19.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 19.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 19.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Souders Financial Advisors CIK 0001811240 0.482 224 19.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 19.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 19.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 19.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 19.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 19.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 18.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 18.6 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 18.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 18.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 18.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 18.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 18.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 18.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 18.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 18.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 18.0 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 17.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Diversified Trust Co CIK 0001479844 0.817 1115 17.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 17.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 17.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 17.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 17.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CW Advisors, LLC CIK 0001904976 0.000 0 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 17.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 16.8 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 16.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 16.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 16.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 16.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 16.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 16.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Financial Partners LLC CIK 0001966219 0.488 118 16.2 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 16.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 16.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 15.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 15.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 15.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 15.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 15.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 15.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 15.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 15.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Cercano Management LLC CIK 0001936416 0.054 133 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 15.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Providence First Trust Co CIK 0001713735 0.116 196 15.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 15.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 14.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 14.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 14.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 14.8 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 14.6 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 14.4 2.6% 2 +2.1 pp +2.6 pp +2.6 pp +2.6 pp
Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 14.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
Family Capital Trust Co CIK 0001123320 0.317 83 14.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Robinswood Financial LLC CIK 2139748 0.585 435 13.8 4.9% 3 -0.2 pp +0.0 pp +4.9 pp +4.9 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 13.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 13.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 13.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
FC Advisory LLC CIK 0001683754 0.633 118 13.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 13.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 13.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 13.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 13.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 13.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 13.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 13.4 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 13.1 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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COMMERCE BANK CIK 0001009076 0.853 1332 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 13.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 13.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 13.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 12.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 12.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 12.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 12.4 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 12.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 12.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
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Colonial Trust Advisors CIK 0001567993 0.560 807 12.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 12.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 11.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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One Day In July LLC CIK 0001823172 0.854 167 11.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 11.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 11.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 11.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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RFP Financial Group LLC CIK 0001956564 0.251 64 11.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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NWAM LLC CIK 0001655006 0.392 684 11.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 10.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
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Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +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
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GE INVESTMENT MANAGEMENT CORP. CIK 0001125824 0.929 4 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 -11.3 pp +0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.7 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 AGG). Qtrs Held counts distinct quarters this fund has actually held AGG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGG position size. Δ columns are the percentage-point change in AGG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status