Signals

← Signals

☆BILS

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

Flow ranking

Rank#24464
Score / z-0.142 / -0.19
Consensus72.50 over 140 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 361.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 129.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 121.7 11.1% 5 -1.3 pp +1.3 pp -0.7 pp -0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 110.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 64.5 7.8% 5 +0.5 pp +0.8 pp +0.3 pp -0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 62.0 0.1% 6 -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 59.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 52.7 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +0.9 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 44.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 40.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 36.0 1.4% 5 -1.2 pp -0.9 pp -0.8 pp -1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 35.1 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.4 0.0% 5 -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 33.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 32.7 2.3% 5 -0.3 pp -0.4 pp -0.5 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 26.1 0.5% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 25.8 7.9% 5 -0.4 pp -6.9 pp -6.0 pp -4.6 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 25.2 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 24.4 8.0% 3 -1.1 pp -1.6 pp +8.0 pp -2.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.3 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 23.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 22.3 3.3% 5 -0.4 pp -0.2 pp -0.3 pp -0.3 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 22.2 2.1% 5 -1.1 pp +0.9 pp +0.9 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.3 0.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 20.9 9.5% 5 +0.4 pp +1.8 pp +2.4 pp +2.2 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 19.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 18.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 16.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 16.2 6.3% 5 -1.3 pp -1.3 pp -0.6 pp -0.5 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 15.7 2.2% 5 -0.2 pp +0.1 pp +0.4 pp +0.9 pp
☆MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 14.5 5.5% 5 -0.4 pp -0.2 pp -0.3 pp -0.6 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 14.2 6.9% 5 -0.3 pp +0.2 pp +0.2 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 13.1 11.0% 5 -1.9 pp -0.6 pp +1.6 pp -0.4 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 13.1 6.3% 5 -1.0 pp -1.2 pp +1.0 pp +2.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 12.6 6.5% 5 -0.7 pp -1.4 pp -1.6 pp -2.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 11.3 0.2% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.2 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.8 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 11.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 10.9 1.7% 5 +0.7 pp +0.6 pp -0.1 pp -0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 10.1 6.5% 5 -0.7 pp -0.5 pp -0.9 pp -1.2 pp
☆NDWM LLC CIK 0001818386 0.624 38 9.8 5.7% 5 -1.5 pp -3.4 pp -3.9 pp -4.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 7.7 2.7% 5 -0.8 pp -0.3 pp +1.0 pp +2.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 6.6 1.5% 5 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.4 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 6.4 0.9% 4 -0.3 pp -0.4 pp -0.3 pp +0.9 pp
☆Samara Investment Management, LLC CIK 0002110507 0.311 71 6.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 5.8 1.1% 5 -1.1 pp -0.4 pp -0.1 pp +0.1 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 5.8 2.9% 5 -3.8 pp -2.6 pp -2.7 pp -3.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.7 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 5.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.2 0.8% 5 -0.1 pp -0.2 pp -0.9 pp -1.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 4.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 4.3 2.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.2 1.6% 5 -2.0 pp -2.3 pp -3.1 pp -4.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 3.9 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 3.5 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 3.1 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 3.0 1.0% 3 -0.6 pp -0.0 pp +1.0 pp +0.6 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.0 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.8 0.6% 3 +0.0 pp +0.5 pp +0.6 pp +0.6 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 2.8 1.5% 5 -5.3 pp -1.4 pp -0.2 pp -1.9 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 2.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.6 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 2.5 0.6% 5 +0.0 pp +0.0 pp +0.4 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.5 2.2% 4 -0.2 pp -0.1 pp -0.1 pp +2.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.4 0.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.4 0.6% 5 -1.6 pp -0.5 pp -0.3 pp -0.3 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.3 1.6% 4 -0.5 pp -1.3 pp -2.3 pp +1.6 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.9 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 1.9 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 1.8 1.0% 5 -1.4 pp -1.0 pp -2.3 pp -3.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.7 0.5% 6 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.7 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.5 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.4 0.2% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.4 0.2% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.3 0.5% 5 -2.2 pp -1.9 pp -1.7 pp -1.9 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.3 0.4% 5 -0.3 pp -0.3 pp -1.0 pp -1.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 1.3 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.3 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.2 0.3% 5 -0.1 pp -1.3 pp -1.5 pp -1.8 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.2 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.1 0.2% 5 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 1.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.9 0.4% 5 -0.1 pp -0.4 pp -0.5 pp -0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.9 0.6% 4 -0.1 pp -0.4 pp -0.3 pp +0.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆XXI WEALTH, LLC CIK 0002047463 0.127 226 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.8 0.1% 5 -0.1 pp -0.2 pp -0.5 pp -0.6 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.8 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.8 0.5% 6 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.7 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.7 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.6 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.6 0.3% 3 -0.2 pp -0.7 pp +0.3 pp +0.3 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.6 0.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.6 0.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.6 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.5 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.5 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.4 0.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 2 -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% 5 -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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.2 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.2 0.1% 1 +0.1 pp +0.0 pp -0.4 pp -0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.2 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT COUNSEL CO OF NEVADA CIK 0002056576 0.265 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 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
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 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
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Rareview Capital LLC CIK 0002044533 0.417 51 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 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
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 pp -0.8 pp -1.4 pp -2.0 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
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -3.8 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 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
☆Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -5.1 pp -5.8 pp -7.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -2.9 pp -2.7 pp -2.7 pp -3.2 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
☆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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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 -0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp -1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -2.0 pp -2.3 pp -2.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 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
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 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 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 (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