Signals

← Signals

☆BSCS

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

Flow ranking

Rank#2646
Score / z0.000 / -0.00
Consensus146.46 over 277 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 163.7 0.0% 4 +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 152.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 117.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 108.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 103.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 90.2 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 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 71.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 62.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 58.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 50.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 48.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 34.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 33.4 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TLWM CIK 0001732537 0.888 73 28.3 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 23.4 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 20.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 20.4 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 20.1 6.4% 2 +1.3 pp +6.4 pp +6.4 pp +6.4 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 18.9 1.6% 2 +1.3 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 17.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 17.4 2.0% 4 +0.0 pp -0.1 pp -0.0 pp +2.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 16.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 13.7 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 12.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 10.9 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 10.7 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.6 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 9.8 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 9.7 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 9.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 8.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 8.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 8.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 8.3 4.9% 4 -0.3 pp +0.3 pp +0.3 pp +4.9 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.9 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 7.6 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 6.5 4.0% 2 -0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 6.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 6.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 6.2 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 6.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 4.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 4.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 4.8 0.3% 2 -1.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 4.6 3.5% 4 +0.3 pp +0.5 pp +0.9 pp +3.5 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 4.5 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 4.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 3.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.6 3.5% 3 -0.1 pp -0.3 pp +3.5 pp +3.5 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 3.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 3.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 2.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 2.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.7 0.0% 2 -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 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.6 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Life Planners CIK 0002053368 0.608 339 1.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 1.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Unified Investment Management CIK 0002054855 0.105 141 0.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 1 +0.3 pp -0.1 pp -0.0 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -7.3 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 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 +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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 +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.1 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 BSCS). Qtrs Held counts distinct quarters this fund has actually held BSCS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCS position size. Δ columns are the percentage-point change in BSCS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status