Signals

← Signals

☆BILS

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

Flow ranking

Rank#480
Score / z0.324 / 0.48
Consensus73.80 over 140 funds
Momentumno 12m return

Price & positioning

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

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 361.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 142.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 118.1 11.9% 2 +0.3 pp +11.9 pp +11.9 pp +11.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 103.6 0.0% 2 -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 61.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 52.1 7.4% 2 -0.6 pp +7.4 pp +7.4 pp +7.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 51.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Bell Bank CIK 0001002672 0.895 195 50.0 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 43.0 13.8% 2 +1.4 pp +13.8 pp +13.8 pp +13.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 36.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆One Day In July LLC CIK 0001823172 0.854 167 32.8 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 30.6 0.0% 2 +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 28.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 21.8 5.8% 2 -1.2 pp +5.8 pp +5.8 pp +5.8 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 21.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 20.6 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 16.0 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NDWM LLC CIK 0001818386 0.624 38 14.3 9.7% 2 -0.5 pp +9.7 pp +9.7 pp +9.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 13.3 6.9% 2 +0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 12.4 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 12.1 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 12.0 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 12.0 8.1% 2 -0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 11.8 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 11.5 5.8% 2 -0.4 pp +5.8 pp +5.8 pp +5.8 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 11.4 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 11.2 9.4% 2 -2.0 pp +9.4 pp +9.4 pp +9.4 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 10.8 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 10.7 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 10.0 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 9.3 5.3% 2 +1.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 9.0 4.7% 2 -1.3 pp +4.7 pp +4.7 pp +4.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 8.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 7.9 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 5.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 2 +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 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 4.7 3.3% 2 -1.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 4.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 4.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 4.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.2 2.7% 3 -0.5 pp -0.5 pp +2.7 pp +2.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 4.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.0 1.7% 2 +1.0 pp +1.7 pp +1.7 pp +1.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 4.0 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 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 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 3.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 2.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 2.4 1.7% 2 -1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.2 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.9 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.5 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Collier Financial CIK 0001902901 0.619 141 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.0 0.8% 3 -0.3 pp -0.5 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.9 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.7 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 2 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 0.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.2 0.1% 2 -3.7 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -10.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rareview Capital LLC CIK 0002044533 0.417 51 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 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
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -2.9 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.9 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 BILS). Qtrs Held counts distinct quarters this fund has actually held BILS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BILS position size. Δ columns are the percentage-point change in BILS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status