Signals

← Signals

☆BINC

738 in-universe funds with a nonzero position in BINC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#166
Score / z1.153 / 1.63
Consensus261.85 over 569 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+81% / 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 1,451.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 823.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 796.3 0.0% 3 +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 651.4 0.0% 3 +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 548.1 0.0% 4 +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 491.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 474.5 4.7% 3 +0.1 pp -0.5 pp +4.7 pp +4.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 447.4 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 429.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 260.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 247.3 1.4% 4 +0.2 pp +0.6 pp +0.7 pp +1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 239.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 233.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 193.7 5.2% 3 +0.1 pp +0.1 pp +5.2 pp +5.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 151.2 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 151.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 144.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 126.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 122.4 4.7% 3 +0.4 pp +1.1 pp +4.7 pp +4.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 117.1 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 112.1 3.1% 3 -0.3 pp -0.5 pp +3.1 pp +3.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 88.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 78.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 74.5 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 70.6 20.3% 3 +2.1 pp +17.0 pp +20.3 pp +20.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 66.1 1.6% 3 -0.0 pp -1.0 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 59.1 3.3% 3 -0.3 pp -0.1 pp +3.3 pp +3.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 58.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 58.1 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 58.0 4.8% 2 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 56.3 8.9% 2 +0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 55.8 4.7% 3 +0.0 pp -0.2 pp +4.7 pp +4.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 53.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 52.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 44.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 43.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 43.8 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 43.5 1.2% 1 +1.2 pp -0.1 pp +1.2 pp +1.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 42.8 7.8% 3 +0.1 pp +0.2 pp +7.8 pp +7.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 42.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 35.3 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 35.2 9.7% 3 +2.6 pp +2.6 pp +9.7 pp +9.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 34.7 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 33.0 2.0% 3 -0.0 pp +1.8 pp +2.0 pp +2.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 32.0 10.6% 3 -0.1 pp -0.9 pp +10.6 pp +10.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 31.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 31.3 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 31.2 20.0% 3 +1.3 pp +0.4 pp +20.0 pp +20.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 31.1 2.5% 3 +0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 30.5 0.9% 3 +0.4 pp +0.8 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 28.1 3.5% 3 +0.1 pp +0.0 pp +3.5 pp +3.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 27.6 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 26.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 26.7 3.3% 3 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 26.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 25.7 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 24.7 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 23.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 23.0 9.0% 3 +0.1 pp +3.5 pp +9.0 pp +9.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 22.8 4.6% 3 +0.0 pp -0.0 pp +4.6 pp +4.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 22.7 0.5% 4 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.0 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 22.0 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 21.5 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 20.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 19.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 18.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 18.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 18.2 5.0% 3 +0.2 pp +3.3 pp +5.0 pp +5.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 18.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.0 0.0% 3 +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 18.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 17.9 2.7% 3 +0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 17.9 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 17.9 3.0% 3 +0.3 pp +0.8 pp +3.0 pp +3.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 17.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 17.2 4.3% 3 +0.2 pp +0.1 pp +4.3 pp +4.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 16.6 3.1% 3 +0.8 pp +1.2 pp +3.1 pp +3.1 pp
☆Marest Capital, LLC CIK 0002010315 0.854 30 16.5 9.2% 2 +3.2 pp +9.2 pp +9.2 pp +9.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 16.5 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 16.5 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 16.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 16.0 2.2% 3 +0.2 pp +0.4 pp +2.2 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 15.6 0.7% 3 -0.3 pp -0.1 pp +0.7 pp +0.7 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 15.4 5.6% 3 -4.5 pp -4.9 pp +5.6 pp +5.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 15.4 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 15.3 1.6% 3 +0.6 pp +1.0 pp +1.6 pp +1.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 15.2 1.8% 3 +0.3 pp +0.5 pp +1.8 pp +1.8 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 15.1 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 14.8 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 14.6 0.6% 3 -0.0 pp -1.2 pp +0.6 pp +0.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 14.4 2.3% 3 +0.1 pp +0.6 pp +2.3 pp +2.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 14.4 6.3% 3 +0.6 pp +5.9 pp +6.3 pp +6.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 13.4 1.7% 3 +0.4 pp +1.6 pp +1.7 pp +1.7 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 13.0 1.8% 3 -0.0 pp +1.0 pp +1.8 pp +1.8 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 12.9 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 12.8 2.9% 3 +0.2 pp +0.0 pp +2.9 pp +2.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.3 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆LHM, INC. CIK 0002009224 0.733 24 12.1 4.5% 3 -3.2 pp -4.9 pp +4.5 pp +4.5 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 12.1 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 11.7 3.1% 3 -0.0 pp +2.6 pp +3.1 pp +3.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 11.0 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.9 1.0% 3 -0.1 pp -0.6 pp +1.0 pp +1.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 10.8 8.3% 4 +1.3 pp +1.4 pp +2.3 pp +8.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 10.7 2.7% 3 +1.5 pp +1.4 pp +2.7 pp +2.7 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 10.6 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 10.4 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 10.3 3.2% 3 +3.0 pp +0.7 pp +3.2 pp +3.2 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 10.1 5.2% 3 +0.6 pp +3.0 pp +5.2 pp +5.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 9.9 2.8% 3 +0.2 pp +0.3 pp +2.8 pp +2.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.453 169 9.6 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 9.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 9.5 1.6% 3 -0.0 pp -1.2 pp +1.6 pp +1.6 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 9.5 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 9.0 1.8% 3 +0.2 pp +0.2 pp +1.8 pp +1.8 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 9.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 9.0 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.0 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
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☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 2.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆RDA Financial Network CIK 0001774086 0.257 284 2.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.9 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 1.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.6 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 1.6 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.5 1.2% 4 +0.1 pp -0.0 pp +0.0 pp +1.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.5 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.4 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 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 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.3 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 1.3 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.3 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.2 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 1.2 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 1.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 3 -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 0.299 493 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.1 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.0 1.1% 3 -0.2 pp +0.0 pp +1.1 pp +1.1 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.0 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.8 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
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☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.7 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.6 0.6% 4 +0.1 pp +0.1 pp -0.2 pp +0.6 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.5 0.2% 3 -1.4 pp -1.6 pp +0.2 pp +0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
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☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Avion Wealth CIK 0001792704 0.773 1750 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 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% 3 -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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 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% 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 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -3.5 pp -3.6 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -1.9 pp -2.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 0.0 0.0% 0 -0.1 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
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -2.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 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 +0.0 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
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -3.0 pp -2.9 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.7 pp -1.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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