Signals

AGG

2022 in-universe funds with a nonzero position in AGG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#10
Score / z10.221 / 15.31
Consensus672.38 over 1295 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 14,402.1 9.8% 2 -1.1 pp +9.8 pp +9.8 pp +9.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7,944.5 2.6% 3 -0.1 pp -0.5 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 6,400.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,401.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 4,644.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4,246.0 5.0% 2 -0.5 pp +5.0 pp +5.0 pp +5.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,514.9 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3,331.0 5.6% 2 -0.7 pp +5.6 pp +5.6 pp +5.6 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 3,131.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 1,901.3 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1,813.7 2.7% 3 +0.1 pp -0.1 pp +2.7 pp +2.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,659.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,557.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,517.7 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,484.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 1,200.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,189.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,181.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,164.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Johns Hopkins University CIK 0001764756 0.949 18 1,157.9 64.5% 2 +3.1 pp +64.5 pp +64.5 pp +64.5 pp
FMR LLC CIK 0000315066 0.989 5571 1,133.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 1,119.7 38.5% 2 -5.8 pp +38.5 pp +38.5 pp +38.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,084.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 944.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 939.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 915.0 64.0% 1 +64.0 pp +64.0 pp +64.0 pp +64.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 854.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 749.0 2.8% 2 -4.2 pp +2.8 pp +2.8 pp +2.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 734.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 724.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 716.1 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 703.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 654.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 560.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 552.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
Members Trust Co CIK 0001677560 0.939 170 550.0 18.1% 2 -0.5 pp +18.1 pp +18.1 pp +18.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 541.5 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 461.0 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
Balentine LLC CIK 0001586678 0.932 243 435.2 16.0% 2 -0.7 pp +16.0 pp +16.0 pp +16.0 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 415.9 19.4% 2 +0.4 pp +19.4 pp +19.4 pp +19.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 409.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 376.5 3.7% 2 +1.2 pp +3.7 pp +3.7 pp +3.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 367.8 2.1% 2 +1.1 pp +2.1 pp +2.1 pp +2.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 354.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 348.2 10.8% 2 +0.5 pp +10.8 pp +10.8 pp +10.8 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 342.1 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 336.4 11.6% 2 -0.7 pp +11.6 pp +11.6 pp +11.6 pp
&PARTNERS CIK 0000107136 0.806 2509 315.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 314.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 304.7 31.6% 2 -0.8 pp +31.6 pp +31.6 pp +31.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 299.0 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 273.2 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 265.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 264.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 234.0 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 227.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 218.5 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 217.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 214.0 7.9% 2 +0.4 pp +7.9 pp +7.9 pp +7.9 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 204.8 10.9% 2 -0.2 pp +10.9 pp +10.9 pp +10.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 200.1 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 189.9 3.5% 2 -4.0 pp +3.5 pp +3.5 pp +3.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 189.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 187.3 22.8% 2 -1.1 pp +22.8 pp +22.8 pp +22.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 186.4 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 181.3 14.2% 2 -0.1 pp +14.2 pp +14.2 pp +14.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 173.9 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 172.6 3.8% 2 +1.5 pp +3.8 pp +3.8 pp +3.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 168.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 163.5 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 154.3 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 144.6 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 143.0 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 141.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 140.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REBALANCE, LLC CIK 0001811052 0.940 103 135.9 8.2% 2 -0.6 pp +8.2 pp +8.2 pp +8.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 132.0 2.3% 3 +0.4 pp +0.3 pp +2.3 pp +2.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 131.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 129.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 127.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 126.7 5.5% 2 -0.8 pp +5.5 pp +5.5 pp +5.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 119.6 1.8% 2 -0.9 pp +1.8 pp +1.8 pp +1.8 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 118.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 116.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 115.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 112.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 111.3 0.9% 4 +0.9 pp +0.2 pp +0.2 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 110.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 107.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 105.8 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 103.0 11.4% 2 -0.5 pp +11.4 pp +11.4 pp +11.4 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 102.7 4.7% 2 +0.9 pp +4.7 pp +4.7 pp +4.7 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 102.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 101.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 101.7 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 100.2 10.7% 2 -0.3 pp +10.7 pp +10.7 pp +10.7 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 99.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 99.2 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
National Philanthropic Trust CIK 0001785342 0.575 409 97.3 1.1% 4 -0.2 pp -0.3 pp -0.1 pp +1.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 95.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 94.7 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 94.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 90.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 90.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 89.4 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 89.4 16.9% 2 +8.2 pp +16.9 pp +16.9 pp +16.9 pp
METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 89.4 26.2% 2 +0.5 pp +26.2 pp +26.2 pp +26.2 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 88.0 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 87.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 86.1 11.9% 2 +0.0 pp +11.9 pp +11.9 pp +11.9 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 84.5 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 84.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 83.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 82.7 15.1% 2 +0.2 pp +15.1 pp +15.1 pp +15.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 80.9 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 79.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 78.1 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 77.3 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
Westerkirk Capital Inc. CIK 0002080423 0.554 212 76.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 76.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
PDS Planning, Inc CIK 0000838618 0.712 609 76.3 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 75.8 7.5% 2 +0.0 pp +7.5 pp +7.5 pp +7.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 74.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 74.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Juniper Hill Capital Management LP CIK 0001803460 0.000 0 73.8 17.5% 2 -0.3 pp +17.5 pp +17.5 pp +17.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 72.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 71.7 1.5% 2 -16.3 pp +1.5 pp +1.5 pp +1.5 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 69.9 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 69.9 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 68.4 14.4% 2 -1.2 pp +14.4 pp +14.4 pp +14.4 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 68.4 9.6% 2 +8.9 pp +9.6 pp +9.6 pp +9.6 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 66.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 66.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 66.4 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 65.5 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 65.0 9.6% 2 +0.0 pp +9.6 pp +9.6 pp +9.6 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 64.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 62.4 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 62.2 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 61.5 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 61.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 61.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 61.1 19.8% 2 +2.8 pp +19.8 pp +19.8 pp +19.8 pp
Summit Global Investments CIK 0001697953 0.729 523 60.7 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 59.8 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 59.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 57.5 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
Bell Bank CIK 0001002672 0.895 195 56.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 56.0 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
Chaney Capital Management, Inc. CIK 0002012041 0.822 45 55.9 19.8% 2 -0.3 pp +19.8 pp +19.8 pp +19.8 pp
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MATHER GROUP, LLC. CIK 0001527641 0.713 1894 54.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 53.7 21.5% 2 -0.2 pp +21.5 pp +21.5 pp +21.5 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 53.5 13.2% 2 +0.2 pp +13.2 pp +13.2 pp +13.2 pp
P/E Global LLC CIK 0001910344 0.967 8 52.8 10.6% 2 -0.0 pp +10.6 pp +10.6 pp +10.6 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 52.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 52.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 50.4 24.1% 2 -0.6 pp +24.1 pp +24.1 pp +24.1 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 50.2 8.3% 2 -0.7 pp +8.3 pp +8.3 pp +8.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 49.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 49.7 11.0% 2 -0.3 pp +11.0 pp +11.0 pp +11.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 48.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 48.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 48.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 48.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 47.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 47.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 47.1 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 46.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 46.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 46.2 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 46.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 45.9 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 45.7 2.5% 2 -0.8 pp +2.5 pp +2.5 pp +2.5 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 45.6 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 45.2 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
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Boston Partners CIK 0001386060 0.833 802 44.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 43.9 7.7% 2 +0.1 pp +7.7 pp +7.7 pp +7.7 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 43.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 43.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 42.5 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 42.2 10.6% 2 -0.8 pp +10.6 pp +10.6 pp +10.6 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 42.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 41.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 41.8 7.6% 2 -0.2 pp +7.6 pp +7.6 pp +7.6 pp
MTC Wealth Management LLC CIK 0001821455 0.810 14 41.7 19.4% 2 -0.5 pp +19.4 pp +19.4 pp +19.4 pp
Dakota Wealth Management CIK 0001631353 0.544 771 41.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Ascent Group, LLC CIK 0001913231 0.508 808 41.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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VICUS CAPITAL CIK 0001544806 0.660 268 40.7 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
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ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 40.6 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
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Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 40.4 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
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Black Diamond Financial, LLC CIK 0001759236 0.675 198 39.6 4.4% 2 -0.5 pp +4.4 pp +4.4 pp +4.4 pp
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Visionary Wealth Advisors CIK 0001802984 0.494 666 37.3 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
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Smithfield Trust Co CIK 0001019754 0.755 1080 36.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
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TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 35.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 10.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 9.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 9.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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West Branch Capital LLC CIK 0001738723 0.568 355 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Curat Global, LLC CIK 0002063003 0.123 251 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Bank CIK 0001697791 0.298 122 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Benin Management CORP CIK 0001352871 0.711 152 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traub Capital Management LLC CIK 0002079207 0.178 132 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -1.0 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 +0.0 pp -0.1 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -5.9 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp -11.3 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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 +0.0 pp +0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.0 0.0% 0 -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% 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 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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