Signals

← Signals

☆BUFR

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

Flow ranking

Rank#541
Score / z0.311 / 0.38
Consensus121.37 over 273 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-42% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,265.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 350.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 277.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 241.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 151.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 117.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 107.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 95.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 79.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 78.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 69.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 60.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 59.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 54.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 51.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 48.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 47.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 40.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 39.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 33.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 32.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 32.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 31.9 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 31.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 31.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 29.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 28.9 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 28.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 27.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 24.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 24.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 22.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 22.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 20.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 20.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 20.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 18.9 11.4% 2 +0.2 pp +11.4 pp +11.4 pp +11.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 18.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.1 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 17.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 17.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 15.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 15.4 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 15.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 15.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 14.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 14.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 13.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 13.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 13.5 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 13.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 13.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 12.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 12.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 12.3 11.9% 2 +0.1 pp +11.9 pp +11.9 pp +11.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 11.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 11.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 11.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 10.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.2 0.0% 1 +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 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 10.0 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 9.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 9.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 9.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 8.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 8.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 7.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 7.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 7.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 6.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 6.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 6.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 6.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 5.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 4.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 3.6 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 3.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 3.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Navalign, LLC CIK 0001820593 0.504 132 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.5 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 2.2 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 2.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 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 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 1.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 1.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.0 0.0% 0 -1.1 pp -1.4 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 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 BUFR). Qtrs Held counts distinct quarters this fund has actually held BUFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUFR position size. Δ columns are the percentage-point change in BUFR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status