Signals

← Signals

☆AOA

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

Flow ranking

Rank#1337
Score / z0.017 / 0.01
Consensus142.84 over 266 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 17.2 8.9% 3 +1.4 pp +0.6 pp +8.9 pp +8.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 15.9 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.6 0.0% 4 +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 12.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.0 0.1% 3 -0.0 pp -0.0 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 11.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 11.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 9.6 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 8.5 0.3% 3 +0.0 pp -1.1 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.0 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 6.9 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 6.1 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.7 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 5.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 4.3 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 4.1 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 3.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 3.3 0.8% 3 -0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 3.2 1.3% 2 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 2.8 1.0% 3 -0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 2.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 2.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 2.4 1.7% 4 +0.5 pp +0.6 pp +0.7 pp +1.7 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 2.3 1.3% 3 +0.0 pp -0.3 pp +1.3 pp +1.3 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 2.3 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Somnio Financial Group, LLC CIK 0002034894 0.875 14 2.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 2.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 2.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 1.9 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 1.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 1.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 1.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 1.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 3 +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 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.5 0.4% 3 +0.2 pp -0.0 pp +0.4 pp +0.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 1.5 0.2% 3 -0.6 pp -0.7 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.3 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 1.3 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 1.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 1.2 0.5% 3 +0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BCWM, LLC CIK 0001542165 0.322 57 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.9 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.7 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.6 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.4 0.2% 3 -0.1 pp -0.5 pp +0.2 pp +0.2 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆NVWM, LLC CIK 0001697274 0.201 780 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Well Done, LLC CIK 0001667132 0.522 202 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Altrius Capital Management Inc CIK 0001940646 0.194 89 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KilterHowling LLC CIK 0001759354 0.789 50 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.754 29 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.3 pp -3.8 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 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
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 AOA). Qtrs Held counts distinct quarters this fund has actually held AOA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AOA position size. Δ columns are the percentage-point change in AOA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status