Signals

← Signals

☆BAI

605 in-universe funds with a nonzero position in BAI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#2543
Score / z0.000 / -0.02
Consensus216.77 over 472 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,192.4 0.6% 4 +0.0 pp +0.0 pp +0.4 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 901.7 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 647.5 5.6% 2 +1.7 pp +5.6 pp +5.6 pp +5.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 311.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 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 299.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 261.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 245.3 4.5% 2 +1.6 pp +4.5 pp +4.5 pp +4.5 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 222.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 184.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 184.0 1.0% 4 +0.4 pp +0.4 pp +0.8 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 172.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 158.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 121.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 105.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 88.1 0.9% 4 +0.1 pp +0.1 pp +0.5 pp +0.9 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 85.8 4.1% 3 +0.0 pp +0.9 pp +4.1 pp +4.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 82.9 0.6% 4 +0.0 pp +0.1 pp +0.4 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 80.0 1.0% 4 +0.1 pp +0.0 pp +0.6 pp +1.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 70.0 2.8% 4 -0.0 pp +0.0 pp +1.7 pp +2.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 54.3 2.4% 4 +0.2 pp +0.3 pp +1.2 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 52.9 0.3% 2 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.7 0.3% 4 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 48.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 38.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 36.7 5.3% 4 -0.9 pp -1.2 pp -0.1 pp +5.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 34.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 32.9 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 32.1 1.1% 4 +0.1 pp +0.1 pp +0.6 pp +1.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 31.2 1.8% 4 +0.5 pp +0.7 pp +1.2 pp +1.8 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 29.9 1.9% 4 +0.6 pp +0.6 pp +1.5 pp +1.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 29.3 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 28.5 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 27.9 1.1% 4 +0.1 pp +0.3 pp +0.8 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 26.7 0.6% 4 +0.0 pp +0.0 pp +0.4 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 24.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.1 0.0% 4 +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 23.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 23.5 1.5% 4 -0.6 pp -0.8 pp -0.7 pp +1.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 21.8 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 21.1 2.8% 3 +1.3 pp +1.3 pp +2.8 pp +2.8 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 20.9 2.9% 2 +1.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 20.7 2.3% 4 -0.6 pp -0.7 pp +1.0 pp +2.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 20.5 1.9% 4 +0.4 pp +0.5 pp +1.2 pp +1.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 20.4 0.4% 4 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 20.2 2.8% 4 +0.5 pp +0.5 pp +2.0 pp +2.8 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 19.8 1.6% 4 +0.3 pp +0.3 pp +0.8 pp +1.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 19.6 2.6% 4 +0.2 pp +0.3 pp +1.8 pp +2.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.4 1.3% 4 +0.2 pp +0.2 pp +0.8 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 18.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 16.8 3.3% 4 +0.1 pp -0.0 pp +2.1 pp +3.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 15.8 5.7% 2 +0.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 15.6 0.8% 4 +0.3 pp +0.3 pp +0.7 pp +0.8 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 15.5 2.8% 3 +0.6 pp +0.4 pp +2.8 pp +2.8 pp
☆MA Private Wealth CIK 0001767474 0.750 88 15.5 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.6 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 14.1 2.1% 4 +0.1 pp +0.8 pp +1.4 pp +2.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 13.9 1.4% 3 +0.0 pp +0.7 pp +1.4 pp +1.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 13.9 0.4% 4 -0.0 pp -0.1 pp +0.2 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 13.8 0.9% 4 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 13.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 13.3 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 13.1 1.0% 4 +0.1 pp +0.4 pp +0.8 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.8 0.5% 4 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆EQ LLC CIK 0001757605 0.412 87 12.7 3.6% 4 +0.1 pp +0.3 pp +1.7 pp +3.6 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 12.7 1.8% 4 +0.1 pp +0.1 pp +1.2 pp +1.8 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 12.7 2.0% 4 +0.1 pp +0.1 pp +1.0 pp +2.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 12.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 11.7 2.0% 4 +0.2 pp +0.3 pp +1.4 pp +2.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 11.7 7.2% 3 +1.9 pp +0.6 pp +7.2 pp +7.2 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 11.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 11.2 2.7% 4 -0.0 pp +0.1 pp +1.1 pp +2.7 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.9 1.4% 4 +0.1 pp +0.2 pp +0.9 pp +1.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.9 0.6% 4 +0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 10.9 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 10.9 1.1% 4 +0.2 pp +0.2 pp +0.7 pp +1.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 10.8 2.5% 4 +0.3 pp +0.1 pp +1.5 pp +2.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.4 1.0% 4 +0.1 pp +0.1 pp +0.6 pp +1.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 10.2 3.0% 4 +0.4 pp +1.7 pp +1.9 pp +3.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 10.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 9.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.4 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 9.4 2.5% 4 +0.4 pp +1.5 pp +1.6 pp +2.5 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 9.1 4.3% 4 -0.0 pp +0.2 pp +2.4 pp +4.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.9 2.8% 4 +0.1 pp +0.1 pp +1.2 pp +2.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.8 1.2% 4 +0.1 pp +0.1 pp +0.7 pp +1.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.6 2.5% 4 +0.1 pp +0.1 pp +1.5 pp +2.5 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.6 3.7% 4 +0.0 pp +0.1 pp +2.5 pp +3.7 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 8.5 4.6% 4 +0.1 pp -0.1 pp +3.0 pp +4.6 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 8.4 2.1% 4 +0.0 pp +0.2 pp +1.5 pp +2.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 8.4 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 8.3 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 8.3 3.0% 4 +0.7 pp +0.2 pp +2.0 pp +3.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.2 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 7.9 2.7% 4 +0.1 pp +0.4 pp +1.7 pp +2.7 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.9 0.7% 4 -0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.7 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 7.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 7.6 3.6% 4 +0.4 pp +1.5 pp +1.4 pp +3.6 pp
☆EWA, LLC CIK 0001835252 0.457 332 7.6 1.7% 4 -0.1 pp -0.3 pp -0.4 pp +1.7 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.4 0.6% 4 +0.1 pp +0.1 pp +0.4 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 7.1 0.8% 3 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 7.1 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 6.8 0.9% 3 +0.0 pp +0.8 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.7 0.8% 4 +0.5 pp +0.5 pp +0.5 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.6 0.7% 4 -0.0 pp -0.1 pp +0.4 pp +0.7 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.4 1.7% 4 +0.0 pp +0.0 pp +1.1 pp +1.7 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 6.4 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 6.3 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.3 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.1 0.7% 4 +0.0 pp +0.1 pp +0.4 pp +0.7 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 6.0 0.9% 4 +0.0 pp +0.1 pp +0.6 pp +0.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.8 1.9% 4 +0.1 pp +0.1 pp +0.9 pp +1.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.3 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.2 1.2% 4 -0.4 pp +0.0 pp +0.8 pp +1.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.2 1.0% 4 -0.1 pp +0.1 pp +0.7 pp +1.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.2 2.3% 4 +0.0 pp +0.0 pp +1.5 pp +2.3 pp
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☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 5.0 1.3% 4 -0.1 pp +0.1 pp +0.8 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 5.0 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
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☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.7 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆Peak Wealth Management LLC CIK 0002094948 0.328 59 4.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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☆Town Capital LLC CIK 1871352 0.216 75 4.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.6 1.5% 4 +0.2 pp +0.2 pp +1.0 pp +1.5 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.6 1.3% 4 +0.3 pp +0.7 pp +0.8 pp +1.3 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 4.6 3.0% 4 -0.9 pp -1.1 pp +0.7 pp +3.0 pp
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☆True Vision MN LLC CIK 0002013460 0.163 98 4.4 2.3% 4 +0.3 pp +0.2 pp +1.6 pp +2.3 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 4.3 2.0% 4 +1.1 pp +1.2 pp +1.3 pp +2.0 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 4.3 1.9% 4 +0.5 pp +0.5 pp +1.4 pp +1.9 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 3.8 0.6% 4 -0.1 pp -0.2 pp +0.3 pp +0.6 pp
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☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.2 0.7% 4 +0.1 pp +0.1 pp +0.5 pp +0.7 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 3.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.8 1.1% 4 +0.1 pp +0.2 pp +0.9 pp +1.1 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.265 75 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.8 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.8 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.8 0.4% 4 -0.0 pp -0.1 pp +0.2 pp +0.4 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.8 0.5% 4 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.8 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.7 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
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☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.7 0.2% 4 -0.4 pp -0.4 pp -0.1 pp +0.2 pp
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☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.6 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ARWA LLC CIK 0002113621 0.167 139 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 4 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.2% 4 -0.6 pp -0.5 pp -0.1 pp +0.2 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.3 0.2% 4 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +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% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Box Hill Private Wealth LLC CIK 0002094120 0.392 67 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +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
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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% 2 +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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 +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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.2 pp -0.6 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 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
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.7 pp -0.3 pp -0.2 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 0 -0.0 pp +0.0 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 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
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -1.7 pp -0.9 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -2.1 pp -2.1 pp -0.9 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.2 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 -0.1 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 -0.4 pp -0.2 pp -0.2 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 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 +0.0 pp -0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.6 pp -0.2 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -2.6 pp -2.4 pp -0.9 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.5 pp -0.2 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 BAI). Qtrs Held counts distinct quarters this fund has actually held BAI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAI position size. Δ columns are the percentage-point change in BAI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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