Signals

← Signals

☆BAI

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

Flow ranking

Rank#1306
Score / z0.027 / 0.02
Consensus162.25 over 334 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 3,034.9 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,401.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 746.0 5.5% 3 -0.1 pp +1.6 pp +5.5 pp +5.5 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 537.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 485.6 0.1% 4 +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 351.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 324.8 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 280.0 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 278.4 4.3% 3 -0.2 pp +1.5 pp +4.3 pp +4.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 273.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 269.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 244.5 1.2% 5 +0.2 pp +0.5 pp +0.5 pp +0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 228.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 151.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 138.9 5.6% 4 +1.5 pp +1.5 pp +2.3 pp +5.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 134.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 123.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 118.6 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 116.1 1.0% 5 +0.1 pp +0.3 pp +0.2 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 114.1 1.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 102.2 6.6% 5 +1.4 pp +0.5 pp +0.2 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 101.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 98.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 95.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.5 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 87.1 3.0% 5 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 80.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 77.2 1.8% 3 +0.5 pp +0.6 pp +1.8 pp +1.8 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 73.0 2.7% 5 +0.3 pp +0.5 pp +0.5 pp +1.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 71.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 70.6 0.3% 5 +0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 69.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 67.2 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 52.3 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 49.5 2.4% 5 +0.7 pp +1.1 pp +1.4 pp +1.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 45.9 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 43.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.4 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 42.5 1.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 38.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 38.0 0.8% 4 +0.3 pp +0.4 pp +0.5 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 37.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 37.3 1.2% 5 +0.1 pp +0.2 pp +0.4 pp +1.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 36.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 36.0 3.6% 3 +1.0 pp +1.6 pp +3.6 pp +3.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 35.7 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 33.7 3.7% 4 +0.9 pp +2.2 pp +2.2 pp +3.7 pp
☆Bensler, LLC CIK 0001965941 0.354 198 33.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 33.0 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 32.9 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 32.8 1.8% 5 +0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 32.6 2.7% 5 +0.7 pp +1.1 pp +1.2 pp +1.9 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 31.5 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 31.2 1.9% 5 -0.1 pp +0.5 pp +0.5 pp +1.5 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 27.1 2.4% 5 +1.7 pp +1.8 pp +1.9 pp +2.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 26.8 1.6% 5 +0.0 pp +0.4 pp +0.3 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 26.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 26.3 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 26.0 3.0% 5 +0.7 pp +0.1 pp +0.0 pp +1.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 25.7 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 25.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 25.0 3.0% 5 +0.4 pp +0.6 pp +0.7 pp +2.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 24.7 3.7% 3 +1.1 pp +1.2 pp +3.7 pp +3.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 24.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 24.2 2.8% 3 -0.1 pp +1.1 pp +2.8 pp +2.8 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 23.8 3.9% 5 +0.6 pp +0.7 pp +0.6 pp +2.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 23.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 21.6 10.8% 3 +6.3 pp +6.1 pp +10.8 pp +10.8 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 21.4 1.1% 5 +0.2 pp +0.5 pp +0.5 pp +0.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 21.0 1.4% 5 +0.4 pp +0.5 pp +0.8 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 20.4 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 20.4 2.7% 4 -0.1 pp +0.5 pp +0.3 pp +2.7 pp
☆TSFG, LLC CIK 0001800513 0.413 891 20.3 2.6% 5 +0.4 pp +0.5 pp +1.2 pp +1.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 19.9 1.2% 5 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 19.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 18.9 2.5% 5 -0.3 pp +0.2 pp +0.2 pp +1.7 pp
☆KWB Wealth CIK 0001822236 0.452 169 18.8 1.6% 4 +0.2 pp +0.3 pp +1.0 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.8 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 18.0 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 17.7 0.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 17.3 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 17.2 2.6% 5 +0.6 pp +0.7 pp +0.8 pp +2.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.6 1.1% 5 -0.2 pp -0.0 pp -0.0 pp +0.6 pp
☆EQ LLC CIK 0001757605 0.412 87 16.5 4.0% 5 +0.5 pp +0.6 pp +0.8 pp +2.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 16.2 1.4% 5 +0.3 pp +0.4 pp +0.5 pp +1.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 16.2 2.1% 1 +2.1 pp +0.6 pp +0.7 pp +2.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 16.1 1.9% 5 +0.2 pp +0.2 pp +0.3 pp +1.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 15.9 2.2% 5 +0.2 pp +0.3 pp +0.3 pp +1.2 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 15.9 3.1% 5 +0.6 pp +1.0 pp +0.8 pp +2.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 15.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 15.3 1.8% 3 +0.5 pp +0.4 pp +1.8 pp +1.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 15.1 4.7% 3 -0.9 pp -0.3 pp +4.7 pp +4.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.0 0.7% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 14.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 14.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 14.3 1.3% 5 +0.3 pp +0.3 pp +0.4 pp +0.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 14.2 2.1% 4 +0.4 pp +0.3 pp +0.5 pp +2.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 14.2 3.0% 5 +0.3 pp +0.3 pp +0.4 pp +1.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 14.0 1.4% 4 +0.6 pp +0.9 pp +1.2 pp +1.4 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 13.8 3.1% 5 +0.6 pp +1.0 pp +2.1 pp +2.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 13.7 1.5% 5 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 13.7 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 13.6 7.8% 4 +0.6 pp +2.6 pp +1.2 pp +7.8 pp
☆Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 13.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 13.1 3.4% 5 +0.4 pp +0.8 pp +2.1 pp +2.3 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 12.6 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 12.4 3.5% 5 +0.8 pp +1.0 pp +1.2 pp +2.6 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 12.4 5.0% 5 +0.8 pp +0.7 pp +1.0 pp +3.2 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 12.0 4.3% 5 +0.6 pp +0.7 pp +0.8 pp +3.2 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 12.0 3.3% 2 -0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 11.8 1.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 11.6 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.5 1.0% 5 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 11.3 5.5% 5 +1.9 pp +2.3 pp +3.3 pp +3.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 11.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 11.2 3.8% 1 +3.8 pp +2.9 pp +3.8 pp +3.8 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 11.1 3.0% 5 +0.3 pp +0.4 pp +0.3 pp +1.5 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 11.0 3.5% 5 +0.5 pp +1.2 pp +0.7 pp +2.5 pp
☆SWMG, LLC CIK 0001839255 0.473 100 10.7 2.5% 5 +0.1 pp +0.2 pp +0.1 pp +1.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 10.7 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.7 0.9% 5 +0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 10.7 2.4% 5 +0.3 pp +0.3 pp +0.4 pp +1.8 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.4 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.4 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 9.9 1.7% 4 +1.1 pp +1.3 pp +1.5 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 9.8 1.8% 5 +0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 9.8 2.4% 4 +0.3 pp +0.4 pp +0.5 pp +2.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 9.5 2.2% 3 +0.9 pp +2.0 pp +2.2 pp +2.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 9.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 9.1 2.3% 5 +1.1 pp +0.7 pp +1.2 pp +1.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.0 1.3% 5 +0.3 pp +0.2 pp +0.4 pp +1.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 8.9 2.0% 5 +0.4 pp +0.4 pp +0.4 pp +1.5 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 8.8 1.0% 4 +0.1 pp +0.1 pp +0.9 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 8.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 8.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 8.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 8.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 8.5 1.9% 5 +1.0 pp +1.0 pp +1.0 pp +1.6 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 8.3 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.2 0.8% 5 +0.1 pp +0.0 pp -0.1 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 7.8 2.2% 5 +0.3 pp +0.4 pp +0.4 pp +1.2 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 7.7 2.5% 2 +0.7 pp +2.5 pp +2.5 pp +2.5 pp
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☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 7.4 2.1% 2 +1.7 pp +2.1 pp +2.1 pp +2.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 7.4 2.1% 3 +0.5 pp +0.5 pp +2.1 pp +2.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 7.4 2.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 7.3 1.1% 5 +0.4 pp +0.5 pp +0.5 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 7.3 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 7.2 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 7.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.1 1.6% 5 +0.4 pp +0.3 pp +0.4 pp +1.1 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 7.1 4.0% 2 +1.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 6.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 6.9 1.9% 5 +0.5 pp +0.6 pp +0.7 pp +1.5 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 6.9 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 6.9 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.7 0.8% 5 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 6.7 3.4% 5 +1.7 pp +2.1 pp +2.2 pp +2.7 pp
☆Town Capital LLC CIK 1871352 0.216 75 6.7 4.2% 2 +0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 6.7 4.7% 2 +0.8 pp +4.7 pp +4.7 pp +4.7 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 6.6 3.7% 5 +0.6 pp -0.2 pp -0.4 pp +1.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 6.6 1.6% 5 +0.3 pp +0.6 pp +1.0 pp +1.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 6.5 2.0% 2 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 6.5 5.5% 5 +1.1 pp +1.2 pp +1.8 pp +3.8 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.4 0.5% 5 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.4 0.9% 4 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 6.1 2.6% 5 +0.2 pp +0.2 pp +0.3 pp +1.7 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 6.1 3.4% 2 +0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 6.1 4.1% 3 +0.9 pp +1.7 pp +4.1 pp +4.1 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 5.8 1.4% 5 +0.3 pp +0.4 pp +0.9 pp +1.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 5.8 0.9% 5 +0.2 pp +0.1 pp +0.0 pp +0.5 pp
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☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 5.4 1.6% 5 -0.3 pp +0.2 pp +0.2 pp +1.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.9 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 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ARWA LLC CIK 0002113621 0.167 139 1.8 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 1.6 1.2% 5 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 1.6 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.6 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
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☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SMART Wealth LLC CIK 0002044723 0.032 222 1.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
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☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.4 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.4 0.8% 3 +0.4 pp +0.6 pp +0.8 pp +0.8 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.4 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆EFG International AG CIK 0002109868 0.615 1088 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ASL Financial, LLC CIK 0002105933 0.440 99 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆South Shore Capital Advisors CIK 0001852993 0.165 154 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.4 0.2% 5 +0.0 pp -0.5 pp -0.5 pp -0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 0.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AUCTUS ADVISORS LLC CIK 0002042516 0.764 34 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
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☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆BAYBAN CIK 0002110649 0.250 595 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +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% 5 +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% 2 +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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -4.6 pp -4.5 pp -4.8 pp -1.7 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 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
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -1.2 pp -0.6 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 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
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆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
☆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
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -2.3 pp -2.0 pp -2.1 pp -0.7 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
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.3 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -0.9 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp -0.9 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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 -0.1 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
☆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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.5 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 +0.0 pp -0.1 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -2.6 pp -2.4 pp -0.9 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
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.1 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
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.1 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
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.2 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 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
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.7 pp -0.3 pp -0.2 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 +0.0 pp -0.8 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆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
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -2.2 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
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.5 pp -0.4 pp -0.3 pp -0.1 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -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
☆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
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.2 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.4 pp -0.5 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
☆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
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 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
☆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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.2 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status