Signals

← Signals

☆BINC

560 in-universe funds with a nonzero position in BINC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#633
Score / z0.243 / 0.29
Consensus201.81 over 440 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+49% / 1.0d ⚡

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 1,206.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 571.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 566.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 514.4 0.0% 1 +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 327.4 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 304.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 304.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 228.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 172.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 154.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 147.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 125.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 121.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 119.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 116.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 105.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 84.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 83.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 71.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 69.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 62.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 60.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 60.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 50.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 48.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 46.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 44.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 43.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 42.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 39.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 37.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 35.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 34.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 32.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 31.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 29.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LHM, INC. CIK 0002009224 0.733 24 28.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 28.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 26.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 26.4 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 24.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 24.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 23.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 23.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 22.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 22.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 21.5 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 20.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 20.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 18.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 16.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JB Capital LLC CIK 0001879371 0.629 280 16.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 15.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 15.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.9 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 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 14.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 14.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 14.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 14.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 14.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 14.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 13.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 12.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 12.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 12.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 11.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 11.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 11.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Summit X, LLC CIK 0001697729 0.000 0 10.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 10.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 10.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 10.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 9.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 9.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 8.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 8.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 8.0 6.9% 2 +0.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 7.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 7.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 7.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 7.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 7.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆KWB Wealth CIK 0001822236 0.452 169 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 7.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 6.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 6.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 5.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 5.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 5.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 5.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Family Manage LLC CIK 0001539947 0.277 323 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 4.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 4.7 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Capital Management LP CIK 0001696731 0.833 60 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 4.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 4.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.5 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Argent Trust Co CIK 0001625292 0.533 769 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MA Private Wealth CIK 0001767474 0.750 88 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Northwest Capital Management Inc CIK 0001730404 0.000 92 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EQ LLC CIK 0001757605 0.412 87 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 1.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.2 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -2.8 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 BINC). Qtrs Held counts distinct quarters this fund has actually held BINC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BINC position size. Δ columns are the percentage-point change in BINC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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