Signals

BINC

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

Flow ranking

Rank#1259
Score / z0.034 / 0.02
Consensus209.96 over 435 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,313.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 734.5 0.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 686.8 5.1% 5 -0.3 pp +0.4 pp +0.6 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 631.8 0.1% 5 -0.1 pp -0.1 pp -0.1 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 624.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 505.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 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 486.3 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 391.3 0.1% 5 -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 344.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 321.0 1.6% 6 +0.0 pp +0.2 pp +0.4 pp +0.8 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 300.8 7.1% 5 -0.5 pp +1.9 pp +2.1 pp +2.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 243.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 212.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 170.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 165.4 2.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 160.6 5.4% 5 +0.3 pp +0.7 pp +1.1 pp +1.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 141.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 138.8 0.9% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 123.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 122.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 115.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 107.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 85.3 0.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 85.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 80.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 79.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 76.7 2.7% 5 +0.0 pp -0.5 pp -0.8 pp -0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 75.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 74.8 5.5% 4 +0.0 pp +0.6 pp +5.5 pp +5.5 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 73.4 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -1.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 71.7 0.3% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Americana Partners, LLC CIK 0001797678 0.514 596 70.6 1.6% 5 -0.2 pp -1.5 pp -1.8 pp -2.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 70.2 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 67.9 9.7% 4 +0.1 pp +0.7 pp +0.9 pp +9.7 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 66.6 4.2% 5 -0.0 pp -0.5 pp -0.5 pp -0.7 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 66.5 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 61.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 56.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 52.1 1.0% 3 -0.2 pp -0.2 pp +1.0 pp -0.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 48.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 48.0 0.2% 5 -0.4 pp -0.3 pp -0.3 pp -0.2 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 47.6 6.1% 5 -1.1 pp -1.8 pp -1.7 pp -1.6 pp
Advisor OS, LLC CIK 0001767580 0.509 586 47.5 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 47.3 5.2% 2 -0.5 pp +5.2 pp +5.2 pp +5.2 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 47.1 1.5% 5 +1.5 pp -0.5 pp -0.5 pp +1.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 44.6 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 40.9 0.7% 5 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 40.3 0.4% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 39.5 9.8% 5 +2.7 pp +0.1 pp +2.7 pp +2.8 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 38.9 0.4% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 36.4 0.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 35.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 35.5 4.0% 5 +0.4 pp +0.7 pp +3.9 pp +3.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 34.8 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 34.3 0.4% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.8 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
CGN Advisors LLC CIK 0001841506 0.595 322 33.0 2.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 31.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 30.9 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 30.5 5.5% 3 +0.1 pp +0.7 pp +5.5 pp +5.5 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 30.4 0.8% 5 +0.0 pp -0.1 pp +0.3 pp +0.7 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 30.1 17.4% 5 -2.7 pp -2.5 pp -1.2 pp -2.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 28.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 27.1 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 26.1 7.3% 2 +6.6 pp +7.3 pp +7.3 pp +7.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 25.7 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 25.6 2.9% 5 -0.5 pp -0.6 pp -0.5 pp -0.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 25.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 25.0 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 24.7 2.9% 5 -0.7 pp -0.6 pp -0.7 pp -0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 24.5 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 24.4 0.9% 5 +0.8 pp +0.3 pp +0.3 pp -0.9 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 24.0 8.5% 5 -0.7 pp -0.5 pp -0.4 pp +3.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 23.3 4.0% 4 -1.2 pp -1.5 pp -1.7 pp +4.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 23.3 0.2% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 21.2 2.6% 4 -0.3 pp -0.1 pp +0.0 pp +2.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 20.9 0.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 20.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 20.7 2.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 20.3 0.7% 4 -0.2 pp -0.3 pp +0.6 pp +0.7 pp
&PARTNERS CIK 0000107136 0.806 2509 19.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 19.5 2.8% 5 -0.0 pp -0.3 pp +0.5 pp +0.9 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 19.4 0.4% 6 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 19.0 4.8% 5 -0.5 pp -0.2 pp +0.0 pp +3.1 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 18.8 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 18.4 2.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 18.1 3.9% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 18.1 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 18.0 2.7% 5 -0.2 pp -0.3 pp +0.0 pp +0.6 pp
Breakwater Capital Group CIK 0001964309 0.408 374 17.5 2.1% 5 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 17.0 1.5% 5 -0.2 pp -0.2 pp +0.1 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 16.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 16.5 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 15.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 15.5 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 15.4 1.1% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 15.4 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
STAR Financial Bank CIK 0001965329 0.528 109 15.1 6.2% 5 -0.4 pp +1.0 pp +1.6 pp +4.0 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 15.0 2.9% 5 +0.0 pp -0.0 pp +0.2 pp -0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 14.6 1.3% 5 -0.5 pp -0.3 pp +0.3 pp +0.7 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 14.2 3.9% 5 -0.2 pp +0.8 pp +0.7 pp +3.3 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 14.0 4.4% 5 -0.3 pp -1.2 pp -5.7 pp -6.2 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 14.0 2.7% 5 -0.5 pp -0.1 pp -0.1 pp -0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 13.9 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 13.9 4.6% 3 +0.1 pp +0.2 pp +4.6 pp +4.6 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 13.4 5.2% 4 +1.4 pp +1.8 pp +1.8 pp +5.2 pp
Asio Capital, LLC CIK 0001803291 0.492 109 13.3 1.7% 5 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 13.1 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 12.6 5.0% 5 -0.4 pp -1.3 pp -0.8 pp +4.5 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 12.1 0.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 11.9 7.9% 6 -0.5 pp -0.4 pp +0.9 pp +1.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 11.7 3.1% 5 -0.6 pp -0.1 pp +2.9 pp +0.6 pp
Bay Rivers Group CIK 0001798924 0.313 125 11.6 3.9% 5 -0.5 pp +0.9 pp +1.5 pp +2.5 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 11.5 1.3% 5 +0.6 pp -0.3 pp -0.3 pp -1.5 pp
JT Stratford LLC CIK 0001689013 0.376 321 11.5 1.3% 5 -0.3 pp -0.5 pp -0.0 pp +1.2 pp
New Capital Management LP CIK 0001696731 0.833 60 11.4 2.6% 5 -0.2 pp -0.1 pp +1.4 pp +1.3 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 11.2 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marest Capital, LLC CIK 0002010315 0.854 30 10.9 5.4% 4 -0.7 pp -3.8 pp -0.5 pp +5.4 pp
LHM, INC. CIK 0002009224 0.733 24 10.9 3.7% 5 -0.8 pp -0.8 pp -4.0 pp -5.7 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 10.8 2.2% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 10.4 1.6% 5 +0.1 pp +1.1 pp +1.2 pp +1.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.4 0.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.3 1.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 10.3 0.5% 4 -0.2 pp -0.4 pp -0.1 pp +0.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 10.3 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 10.1 2.5% 4 -0.2 pp -0.1 pp -0.0 pp +2.5 pp
GTS FINANCIAL, LLC CIK 0002112647 0.211 41 10.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 10.1 3.1% 5 -0.6 pp -7.5 pp -7.6 pp -8.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.0 0.1% 5 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.9 2.0% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 9.8 4.5% 3 -0.4 pp +0.3 pp +4.5 pp +4.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 9.7 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 9.7 2.4% 4 -1.9 pp -0.5 pp -0.3 pp +2.4 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 9.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.5 0.1% 1 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
KWB Wealth CIK 0001822236 0.452 169 9.4 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 9.4 0.6% 5 -0.4 pp -0.5 pp -0.6 pp -1.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 9.3 1.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 9.1 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 9.0 1.1% 5 -0.9 pp -1.2 pp -1.1 pp -1.0 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 9.0 1.8% 3 +0.2 pp +1.0 pp +1.8 pp +1.8 pp
Csenge Advisory Group CIK 0001715593 0.550 760 8.8 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Heritage Trust Co CIK 0001706028 0.448 313 8.3 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 8.0 0.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Refined Wealth Management CIK 0001724729 0.544 49 7.9 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 7.9 1.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.5 pp
Tidemark, LLC CIK 0002009591 0.305 935 7.9 1.8% 5 -0.5 pp -1.0 pp -0.9 pp -0.8 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.6 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.5 0.4% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 7.4 3.8% 7 -0.3 pp +2.5 pp +3.3 pp +3.3 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 7.3 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 7.3 2.6% 5 -0.3 pp -0.5 pp -0.4 pp -0.4 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 7.2 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 7.1 2.1% 5 -0.4 pp -0.2 pp +0.8 pp +1.6 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.9 0.7% 4 -0.1 pp +0.3 pp +0.5 pp +0.7 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.8 0.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 6.8 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 6.5 2.8% 5 +0.2 pp +0.2 pp +0.7 pp +1.6 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.5 0.7% 4 -0.1 pp +0.0 pp +0.2 pp +0.7 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 6.5 1.8% 5 -0.4 pp +0.8 pp +0.6 pp +1.5 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.5 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 6.4 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Landing Point Financial Group, LLC CIK 0002025964 0.029 99 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 6.3 1.9% 5 -0.0 pp +0.3 pp +0.8 pp +1.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 6.1 1.7% 5 -0.8 pp -0.8 pp -0.8 pp -1.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 6.1 3.2% 5 +0.4 pp +1.7 pp +2.0 pp +2.3 pp
Foundry Financial LLC CIK 0002085325 0.614 85 6.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 6.1 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 6.0 0.8% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 5.9 1.5% 5 -0.5 pp -0.3 pp -0.1 pp -0.1 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 5.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 5.8 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 5.8 2.4% 3 -0.2 pp -0.1 pp +2.4 pp +2.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.7 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 5.6 0.5% 4 +0.2 pp -0.0 pp -0.0 pp +0.5 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 5.6 0.8% 5 -0.2 pp -0.6 pp -0.6 pp -0.8 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.5 2.9% 5 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 5.4 0.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.3 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
TritonPoint Partners, LLC CIK 0002111167 0.020 351 5.3 0.4% 2 -1.7 pp +0.4 pp +0.4 pp +0.4 pp
Bedminster, LLC CIK 0002087564 0.451 51 5.2 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 5.1 0.2% 5 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 5.0 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 5.0 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 5.0 1.1% 7 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Carson Advisory Inc. CIK 0001909304 0.259 204 4.9 2.3% 5 -0.2 pp -0.1 pp -0.0 pp -0.2 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 4.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 4.9 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
J. Mark Nickell & Co. CIK 0001811161 0.446 30 4.7 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 4.7 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
TSFG, LLC CIK 0001800513 0.413 891 4.7 0.6% 5 -0.6 pp -0.6 pp -0.5 pp -0.6 pp
Cypress Capital Group CIK 0001341748 0.370 314 4.6 0.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 4.6 0.4% 5 +0.2 pp +0.1 pp +0.0 pp -0.0 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 4.5 1.6% 4 +0.0 pp +0.4 pp +1.2 pp +1.6 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 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.4 1.1% 4 -0.2 pp -0.8 pp -0.7 pp +1.1 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 4.4 1.5% 5 -0.0 pp +0.2 pp +0.7 pp +1.0 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 4.3 1.7% 5 -0.1 pp -0.5 pp -0.5 pp -0.9 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.3 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 4.2 0.6% 5 -1.2 pp -2.1 pp -2.1 pp -2.2 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Invst, LLC CIK 0001867587 0.314 343 4.2 0.4% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.2 2.3% 5 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.2 0.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.1 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 4.2 1.2% 5 -0.8 pp -1.2 pp -1.2 pp -1.3 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.1 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.1 1.3% 5 -0.0 pp -0.4 pp -0.5 pp -1.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 4.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 4.0 1.3% 6 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.0 1.5% 3 -0.1 pp +0.2 pp +1.5 pp +1.5 pp
Peak Wealth Management LLC CIK 0002094948 0.328 59 4.0 2.8% 2 -1.0 pp +2.8 pp +2.8 pp +2.8 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 4.0 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 3.9 0.9% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
EQ LLC CIK 0001757605 0.412 87 3.9 1.0% 5 -0.0 pp +0.0 pp +0.6 pp +0.3 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 3.9 3.0% 5 +0.7 pp +0.6 pp +0.8 pp +0.4 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.8 1.3% 5 -0.8 pp -1.3 pp -1.0 pp -1.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.8 0.8% 5 -0.1 pp -0.7 pp -0.7 pp -0.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 3.8 1.0% 5 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
L & S Advisors Inc CIK 0001392364 0.047 236 3.8 0.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.7 0.5% 5 -0.2 pp -0.3 pp -0.1 pp -0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 3.7 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.6 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.5 0.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.5 0.7% 6 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.4 0.2% 5 -0.3 pp -0.7 pp -0.7 pp -0.9 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.4 0.1% 6 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 3.3 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
RMR Capital Management, LLC CIK 0002032709 0.384 76 3.3 2.3% 5 +0.2 pp +0.1 pp +0.2 pp +0.5 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 3.3 1.6% 3 +0.6 pp +1.5 pp +1.6 pp +1.6 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.3 1.7% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.3 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.2 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
Foundry Financial Group, Inc. CIK 0002007960 0.560 80 3.2 1.4% 5 -0.2 pp -1.3 pp -1.2 pp -1.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Shepherd Financial Partners LLC CIK 0001696628 0.545 256 3.1 0.3% 5 +0.2 pp -0.2 pp -0.3 pp -0.8 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 3.1 1.7% 5 +0.1 pp +1.2 pp +1.3 pp +1.3 pp
Finhabits Advisors LLC CIK 0002106949 0.791 15 3.1 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
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ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.0 2.6% 4 +1.1 pp +0.8 pp +2.1 pp +2.6 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 3.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 3.0 0.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Vines Capital Management, LLC CIK 0002110678 0.386 90 3.0 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 2.9 1.7% 5 +0.0 pp +0.7 pp +0.8 pp +1.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.9 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
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FSA Investment Group, LLC CIK 0002051584 0.836 47 2.9 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Box Hill Private Wealth LLC CIK 0002094120 0.392 67 2.8 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 2.8 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
Jeter Robert S II CIK 0002093023 0.611 47 2.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.8 1.2% 5 -0.2 pp -0.5 pp -0.7 pp -1.1 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.8 1.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 2.7 0.3% 5 -0.7 pp -0.6 pp -0.5 pp -0.4 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.7 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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TrueMark Investments, LLC CIK 0001974457 0.124 187 2.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
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Allen Capital Group, LLC CIK 0001601384 0.535 316 2.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.5 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.7 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.7 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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EFG International AG CIK 0002109868 0.615 1088 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MidFirst Bank CIK 0002077076 0.526 943 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Financial Partners Group, Inc CIK 0001731169 0.605 250 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TPG Advisors LLC CIK 0002033388 0.435 115 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.6 0.2% 5 -0.5 pp -0.7 pp -0.7 pp -0.6 pp
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CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CFO4Life Group, LLC CIK 0001706351 0.612 236 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Asempa Wealth Advisors CIK 0002099967 0.192 115 0.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.5 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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Avory & Company, LLC CIK 0001842766 0.543 32 0.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Fortis Advisors, LLC CIK 0001697478 0.324 122 0.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.5 0.1% 6 -0.4 pp -0.5 pp -0.6 pp -0.5 pp
Sun Group Wealth Partners CIK 0002111007 0.272 81 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.2 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
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 -0.2 pp -0.6 pp -0.5 pp -0.5 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.3 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
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
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.3 pp -0.1 pp -0.2 pp -0.2 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 0.0 0.0% 0 -1.0 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 -2.5 pp +0.0 pp -2.0 pp -1.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.0 0.0% 0 +0.0 pp -0.8 pp -1.0 pp -1.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -1.0 pp -0.7 pp -0.4 pp -0.3 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
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -2.1 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
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Western Financial Corp/CA CIK 0001954480 0.315 132 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -4.6 pp -4.6 pp -4.6 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.6 pp +0.0 pp -0.5 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
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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp -2.1 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 +0.0 pp -20.3 pp -18.2 pp -3.3 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
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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -0.9 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -1.7 pp -0.9 pp -0.9 pp -1.1 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
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Sheridan Capital Management, LLC CIK 0001926753 0.756 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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 +0.0 pp +0.0 pp -0.1 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
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -1.9 pp -1.8 pp -1.8 pp -1.5 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 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 +0.0 pp +0.0 pp -0.1 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
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -1.4 pp -2.5 pp -1.5 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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