Signals

BSV

1636 in-universe funds with a nonzero position in BSV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#30
Score / z5.806 / 6.97
Consensus508.13 over 920 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3,930.8 4.9% 5 -0.4 pp -0.1 pp -0.1 pp -1.1 pp
Creative Planning CIK 0001540235 0.979 4196 3,415.5 2.0% 5 +0.0 pp +0.5 pp +2.0 pp +2.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,518.1 0.6% 5 -0.1 pp +0.0 pp -0.0 pp -0.7 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,893.5 4.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 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 1,841.9 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,593.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,194.6 5.1% 5 -0.5 pp -1.3 pp -1.6 pp -2.0 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 955.9 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 773.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 578.1 12.1% 5 -0.6 pp -0.3 pp -0.3 pp -0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 565.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 562.2 0.9% 5 -0.0 pp -0.1 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 526.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 321.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 310.0 7.9% 5 -0.9 pp -0.9 pp -0.4 pp -0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 308.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 285.7 0.4% 5 -0.0 pp +0.0 pp +0.3 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 282.9 1.4% 6 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 279.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 273.6 0.3% 5 -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 232.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 216.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 210.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 203.2 11.8% 5 -0.3 pp +0.3 pp +0.4 pp +0.3 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 200.4 7.7% 2 +0.3 pp +7.7 pp +7.7 pp +7.7 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 191.6 0.9% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 179.9 10.5% 2 -1.6 pp +10.5 pp +10.5 pp +10.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 169.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 168.9 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 168.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 164.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 162.9 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WIT, LLC CIK 0001840025 0.965 24 154.4 2.5% 5 -0.5 pp +0.7 pp +0.5 pp +0.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 142.0 0.8% 5 -0.1 pp -0.5 pp -1.4 pp -2.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 132.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 131.6 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 122.6 1.7% 5 -0.2 pp -0.9 pp -0.9 pp -1.7 pp
National Philanthropic Trust CIK 0001785342 0.575 409 120.5 1.7% 7 +0.5 pp +1.1 pp +1.1 pp +1.0 pp
&PARTNERS CIK 0000107136 0.806 2509 114.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 108.8 9.6% 1 +9.6 pp +9.6 pp -0.6 pp -0.7 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 105.9 2.8% 5 -0.1 pp +0.4 pp +0.5 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 105.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 104.9 0.3% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 103.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 101.6 0.5% 5 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 98.5 3.9% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
RS CRUM INC. CIK 0001401459 0.764 103 97.7 18.3% 5 +0.2 pp +0.7 pp -0.0 pp -0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 97.0 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 94.1 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 93.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 92.3 2.5% 5 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
World Investment Advisors CIK 0001652594 0.670 1523 92.0 1.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 84.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 77.6 12.2% 5 -0.3 pp +0.3 pp +0.6 pp +0.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 76.4 0.6% 5 +0.1 pp +0.4 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 75.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 73.2 0.4% 5 -0.0 pp -0.9 pp -0.9 pp -0.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 71.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 70.0 14.1% 5 -1.2 pp -0.5 pp -0.6 pp -1.3 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 68.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 67.9 2.4% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.6 0.1% 5 -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 67.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 67.1 21.5% 5 -1.4 pp -1.0 pp -0.4 pp -1.0 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 66.0 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 65.3 4.4% 5 -0.7 pp -0.1 pp -0.2 pp -0.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 63.0 1.5% 5 -0.1 pp +0.6 pp +0.1 pp +0.0 pp
International City Management Association Retirement Corp CIK 0001691813 0.892 6 60.5 26.3% 5 +2.2 pp +2.3 pp +2.1 pp +1.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 58.8 0.6% 5 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 57.6 0.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 56.7 2.1% 5 -0.0 pp +0.1 pp +0.3 pp +0.5 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 52.6 6.0% 5 -0.5 pp -0.4 pp -0.1 pp -0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 49.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 49.5 2.5% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
TD Capital Management LLC CIK 0001483824 0.737 797 49.3 4.0% 5 -0.9 pp -0.9 pp -1.0 pp -1.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 49.2 0.4% 7 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 47.9 7.4% 5 -0.2 pp -0.2 pp -0.0 pp +0.1 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 45.5 3.6% 7 -0.2 pp -0.3 pp -0.2 pp -0.4 pp
Old Peak Finance LLC CIK 0002080991 0.632 102 44.3 21.4% 2 -1.7 pp +21.4 pp +21.4 pp +21.4 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 44.1 5.6% 5 -0.3 pp -0.0 pp -0.3 pp -0.7 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 43.4 6.4% 3 -0.6 pp -0.5 pp +6.4 pp -1.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 43.0 0.4% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 39.2 3.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
Partners in Financial Planning CIK 0002054264 0.816 131 38.1 5.8% 6 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 37.5 0.8% 5 -0.1 pp -0.2 pp -0.6 pp +0.6 pp
Wealthquest Corp CIK 0001632968 0.872 177 36.8 2.3% 4 -0.3 pp -0.3 pp -0.3 pp +2.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 36.3 0.8% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 36.0 19.5% 5 +1.1 pp +3.7 pp +7.4 pp +11.6 pp
Human Investing LLC CIK 0001767513 0.861 105 35.2 5.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 35.1 2.0% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 34.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 33.0 3.0% 5 -0.4 pp -0.0 pp -0.9 pp -3.5 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 32.6 9.0% 5 -0.1 pp +0.4 pp +1.0 pp +1.6 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 32.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 31.9 0.8% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 31.4 0.6% 5 -0.1 pp -0.4 pp +0.5 pp +0.6 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 31.3 3.8% 2 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 30.0 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BARR E S & CO CIK 0001040210 0.865 112 29.6 1.7% 5 -0.2 pp -0.1 pp -0.3 pp -0.5 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 29.6 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 29.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 29.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 29.5 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 26.6 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 25.6 1.8% 5 -0.1 pp +0.0 pp +0.2 pp +0.5 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 25.4 3.8% 5 +0.3 pp +0.1 pp +0.2 pp +0.2 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 24.8 2.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
XML Financial, LLC CIK 0001800465 0.420 447 24.7 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 24.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 24.1 2.1% 5 -0.3 pp +0.3 pp +1.3 pp +1.1 pp
BetterWealth, LLC CIK 0001911702 0.869 86 23.7 4.2% 5 -0.2 pp -0.7 pp -0.7 pp -0.7 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 23.3 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 22.7 1.4% 5 -0.2 pp -0.3 pp -2.5 pp -7.8 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 22.4 7.7% 5 -0.3 pp +0.0 pp +1.2 pp +1.8 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 21.9 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 21.8 1.5% 5 -0.1 pp +0.0 pp +0.1 pp -0.3 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 21.7 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 21.5 2.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 21.5 6.0% 5 -0.2 pp +0.3 pp +0.4 pp +0.4 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 21.4 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 21.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 21.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 21.0 7.7% 5 -0.6 pp -0.2 pp -0.2 pp -0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MilWealth Group LLC CIK 0001972750 0.908 82 20.5 4.4% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 20.4 5.6% 2 -0.4 pp +5.6 pp +0.7 pp +0.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 20.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Wiser Wealth Management, Inc CIK 0001573263 0.874 75 19.5 3.7% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 19.5 3.5% 5 -0.4 pp -0.4 pp -0.4 pp -0.7 pp
eCIO, Inc. CIK 0001830823 0.330 46 19.5 5.5% 5 -2.4 pp -1.6 pp +0.2 pp -0.0 pp
Fort Henry Capital, LLC CIK 0001843536 0.856 17 19.4 10.7% 5 -0.8 pp -0.5 pp -0.5 pp -1.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 19.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 19.2 9.0% 5 -1.3 pp -1.1 pp -0.7 pp -1.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 18.9 0.8% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Brewster Financial Planning LLC CIK 0001898145 0.842 30 18.8 10.3% 5 -1.0 pp -1.1 pp -1.1 pp -1.3 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 18.6 2.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 18.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Level Financial Advisors CIK 0001871734 0.644 95 18.5 4.1% 5 -0.4 pp -0.2 pp -0.2 pp -0.6 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 18.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -0.3 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 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 17.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 17.8 1.2% 5 -0.8 pp -0.7 pp -0.9 pp -0.8 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 17.8 7.0% 5 -0.6 pp -0.5 pp -0.4 pp -0.5 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 17.8 4.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 17.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 17.6 5.4% 5 +2.4 pp +2.3 pp +2.7 pp +2.9 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 17.4 5.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
NWAM LLC CIK 0001655006 0.392 684 17.4 0.9% 5 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 14.5 0.7% 2 -0.1 pp +0.7 pp +0.6 pp +0.0 pp
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SigFig Wealth Management, LLC CIK 0001696957 0.938 142 14.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 12.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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COMMERCE BANK CIK 0001009076 0.853 1332 11.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 5.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 5.7 0.2% 5 +0.2 pp -0.0 pp -0.0 pp +0.1 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 5.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 5.6 2.2% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.5 0.2% 5 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 5.5 4.5% 2 -0.3 pp +4.5 pp +4.5 pp +4.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.5 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 5.4 1.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 5.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.3 3.1% 4 -0.1 pp +0.9 pp +0.0 pp +3.1 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 5.2 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 5.2 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 5.2 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
Manuka Financial, LLC CIK 0002049064 0.635 55 5.2 2.7% 5 -0.7 pp -0.6 pp -0.9 pp -0.2 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 5.1 0.0% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Belleair Asset Management, LLC CIK 0002108102 0.373 84 5.1 4.3% 2 -0.6 pp +4.3 pp +4.3 pp +4.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 5.0 3.1% 4 -0.2 pp -0.1 pp -0.1 pp +3.1 pp
Somnio Financial Group, LLC CIK 0002034894 0.874 14 5.0 3.0% 4 -0.2 pp -0.2 pp -0.2 pp +3.0 pp
Argent Trust Co CIK 0001625292 0.533 769 5.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.9 0.6% 7 -0.2 pp -0.2 pp -0.5 pp -0.6 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 4.9 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 4.8 0.8% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 4.8 2.5% 3 -0.1 pp +0.1 pp +2.5 pp +2.5 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 4.8 1.3% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 4.8 2.2% 5 -1.0 pp -6.2 pp -5.7 pp -6.4 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 4.8 2.2% 7 -0.3 pp -0.5 pp -0.6 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.7 3.1% 5 +1.7 pp +1.8 pp +1.8 pp +1.7 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 4.7 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.7 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 4.6 1.7% 1 +1.7 pp +1.7 pp -0.1 pp +0.2 pp
Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 4.6 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 4.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TI-TRUST, INC CIK 0001802284 0.225 132 4.5 2.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 4.5 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.5 0.3% 5 -0.5 pp -0.2 pp +0.1 pp +0.0 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 4.5 3.6% 6 -0.2 pp -0.2 pp -0.0 pp -0.4 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 4.4 2.9% 6 -0.3 pp -0.2 pp -1.3 pp -1.5 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.4 0.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 4.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 4.4 1.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FLC Capital Advisors CIK 0001713697 0.549 229 4.3 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 4.2 1.2% 4 -0.7 pp -0.7 pp -0.9 pp +1.2 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 4.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 4.2 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
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Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.1 0.8% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 4.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Caldwell Trust Co CIK 0002080218 0.488 811 4.0 0.3% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.9 1.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 3.9 2.1% 5 -0.4 pp -0.4 pp -0.5 pp -0.8 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 3.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HT Partners LLC CIK 0001552999 0.865 53 3.8 1.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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BLB&B Advisors, LLC CIK 0001389059 0.813 286 3.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Towne Trust Company, N.A CIK 0001102256 0.284 323 3.7 1.1% 4 +0.1 pp +0.3 pp +0.4 pp +1.1 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 3.7 0.2% 5 -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 3.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 3.6 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 3.6 2.2% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
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Sellwood Investment Partners LLC CIK 0001763958 0.770 59 3.5 1.2% 5 -0.2 pp -0.2 pp -1.1 pp +0.9 pp
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Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.5 1.2% 5 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -15.2 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.5 pp +0.0 pp -1.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.9 pp -1.0 pp -1.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -0.6 pp -0.3 pp -0.4 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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 -0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
21 West Wealth Management LLC CIK 0002067541 0.319 65 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp -0.3 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.2 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.1 pp -0.7 pp -0.7 pp -1.7 pp
Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 +0.0 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
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 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 -0.2 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 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
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.9 pp -0.7 pp -0.6 pp -0.6 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 BSV). Qtrs Held counts distinct quarters this fund has actually held BSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSV position size. Δ columns are the percentage-point change in BSV'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