Signals

← Signals

☆BUFR

578 in-universe funds with a nonzero position in BUFR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1114
Score / z0.068 / 0.04
Consensus153.89 over 332 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 1,590.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 454.5 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 334.7 0.5% 4 -0.1 pp -0.0 pp +0.0 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 300.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 260.7 0.4% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 205.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 185.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 173.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 159.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 110.5 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 103.9 0.2% 5 +0.1 pp +0.0 pp +0.0 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 101.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 101.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 88.4 1.4% 4 -0.4 pp -0.6 pp -0.6 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 84.6 0.3% 4 -0.1 pp -0.2 pp +0.0 pp +0.3 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 79.1 1.3% 4 +0.7 pp +0.9 pp +1.0 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 72.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 67.6 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 56.3 1.3% 4 -0.1 pp +0.0 pp -0.0 pp +1.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 54.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 53.0 2.0% 4 +0.1 pp +0.2 pp +0.0 pp +2.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 49.3 3.1% 4 -0.0 pp -0.1 pp -0.5 pp +3.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 48.3 0.8% 6 +0.1 pp +0.2 pp +0.0 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 43.3 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 41.5 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 37.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 36.4 2.6% 4 -0.6 pp -0.5 pp -0.6 pp +2.6 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 35.5 6.5% 4 -0.0 pp +0.2 pp -0.6 pp +6.5 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 34.8 3.8% 4 -0.3 pp -0.4 pp -0.5 pp +3.8 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 33.4 9.9% 4 -0.6 pp -1.3 pp -1.7 pp +9.9 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 31.9 2.5% 4 -0.9 pp -1.7 pp +2.2 pp +2.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 30.8 1.4% 4 +0.0 pp +0.2 pp +0.6 pp +1.4 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 29.8 2.0% 4 -0.0 pp +0.0 pp +0.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.8 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 29.5 0.7% 4 -0.0 pp -0.0 pp +0.1 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 26.5 1.2% 4 +0.0 pp +0.1 pp -0.1 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 25.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 24.6 1.3% 4 +0.2 pp +0.2 pp +0.1 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 24.2 0.7% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 23.7 3.7% 4 -0.0 pp -0.1 pp -0.2 pp +3.7 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 22.0 2.3% 4 +0.4 pp +0.8 pp +0.8 pp +2.3 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 21.0 5.8% 4 +0.1 pp -0.8 pp -0.7 pp +5.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 20.3 0.4% 4 -0.1 pp -0.2 pp -0.4 pp +0.4 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 19.9 10.1% 5 -1.2 pp -1.4 pp -1.3 pp -1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 19.9 0.6% 4 -0.3 pp -0.3 pp -0.4 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 18.7 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 17.2 1.7% 4 -0.0 pp -0.0 pp -0.0 pp +1.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.8 0.2% 4 +0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 16.7 8.3% 4 +0.0 pp +0.3 pp +0.3 pp +8.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 16.6 8.5% 4 +0.3 pp +0.6 pp +0.3 pp +8.5 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 16.6 10.6% 4 +0.1 pp -0.3 pp +0.1 pp +10.6 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 16.2 3.9% 3 -0.9 pp -0.7 pp +3.9 pp +3.9 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 16.2 3.9% 4 -0.6 pp -0.7 pp -0.9 pp +3.9 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 16.0 4.1% 2 +1.3 pp +4.1 pp +4.1 pp +4.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.0 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 15.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 14.8 0.6% 4 -0.3 pp -0.3 pp -0.5 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 14.6 0.9% 4 +0.2 pp +0.5 pp +0.7 pp +0.9 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 14.4 2.8% 4 -0.1 pp -0.2 pp -0.5 pp +2.8 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 14.2 9.9% 5 +1.0 pp +1.5 pp -2.0 pp -1.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 14.1 0.8% 4 -0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 14.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 13.9 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 13.9 2.5% 4 -0.1 pp -0.1 pp -0.2 pp +2.5 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 13.7 7.4% 4 +0.5 pp +4.7 pp +6.2 pp +7.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 13.6 0.9% 4 -0.0 pp +0.6 pp +0.6 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 13.2 0.7% 4 +0.3 pp +0.4 pp +0.3 pp +0.7 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 12.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 12.8 0.7% 4 -0.5 pp -0.7 pp -0.8 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 12.6 2.7% 1 +2.7 pp -0.2 pp +2.7 pp +2.7 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 12.5 0.5% 4 +0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 12.4 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 12.1 6.7% 4 +0.0 pp +0.3 pp +0.1 pp +6.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 11.3 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.9 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.7 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 10.6 0.6% 4 +0.3 pp +0.4 pp +0.3 pp +0.6 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 10.3 3.8% 4 -0.3 pp -0.6 pp -1.0 pp +3.8 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 10.1 3.0% 4 -0.1 pp -0.3 pp -0.2 pp +3.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 10.1 5.0% 4 -0.5 pp -0.4 pp -0.5 pp +5.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 10.0 10.3% 4 -0.4 pp -0.9 pp -1.9 pp +10.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 9.6 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.5 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 9.3 6.7% 4 +0.0 pp +0.2 pp +0.2 pp +6.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.2 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.9 2.2% 4 -0.3 pp -0.7 pp -0.4 pp +2.2 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 8.8 5.6% 4 +1.6 pp +1.7 pp -4.2 pp +5.6 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 8.7 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 8.7 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 8.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 8.3 1.8% 4 +0.3 pp +0.3 pp +0.2 pp +1.8 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 8.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.1 3.5% 4 -0.2 pp -0.4 pp -0.4 pp +3.5 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 7.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 7.8 3.3% 4 -0.2 pp -0.2 pp +0.1 pp +3.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 7.7 3.4% 4 -0.0 pp -0.2 pp -0.5 pp +3.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.7 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 7.6 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 7.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 7.3 3.3% 4 -0.1 pp -0.1 pp -0.3 pp +3.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 6.8 2.4% 4 +0.4 pp +0.5 pp +0.5 pp +2.4 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.6 4.2% 4 -0.2 pp -0.0 pp -0.1 pp +4.2 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 6.5 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.3 0.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 6.3 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 6.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 6.1 3.0% 4 +0.3 pp +0.3 pp +1.9 pp +3.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.9 3.2% 4 +0.0 pp -0.0 pp -0.3 pp +3.2 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 5.8 1.4% 4 +0.1 pp +0.2 pp -0.1 pp +1.4 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 5.8 2.8% 4 -0.0 pp -0.0 pp -0.1 pp +2.8 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 5.8 3.6% 4 +3.4 pp +3.4 pp +3.4 pp +3.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.6 0.8% 4 -0.0 pp +0.1 pp -0.2 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 5.6 2.5% 4 -0.2 pp -2.6 pp -3.3 pp +2.5 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 5.6 2.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 5.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 5.1 2.0% 4 -0.0 pp +1.5 pp +0.5 pp +2.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 5.1 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 4.9 1.8% 4 +0.2 pp +0.3 pp +0.1 pp +1.8 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 4.9 4.4% 4 +0.6 pp +0.6 pp +1.9 pp +4.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 4.7 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 4.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 4.2 1.1% 4 -0.1 pp -1.0 pp -1.2 pp +1.1 pp
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☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 3.9 4.7% 3 +2.7 pp +3.9 pp +4.7 pp +4.7 pp
☆TSFG, LLC CIK 0001800513 0.413 891 3.9 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 3.9 2.0% 3 -0.2 pp -0.5 pp +2.0 pp +2.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.8 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 3.5 0.4% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.5 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆SLT Holdings LLC CIK 0002052222 0.097 146 3.1 2.2% 4 -0.2 pp -0.1 pp +0.6 pp +2.2 pp
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☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 3.1 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.9 1.1% 4 -0.2 pp +0.2 pp -0.4 pp +1.1 pp
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☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 2.7 1.1% 4 -0.2 pp -1.3 pp -1.6 pp +1.1 pp
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☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 3 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -7.1 pp -7.7 pp -7.4 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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 -0.4 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.8 pp -0.8 pp -0.7 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
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -5.8 pp -6.1 pp -6.1 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 -0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -3.0 pp -3.1 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 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 -7.4 pp -7.1 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.0 0.0% 0 +0.0 pp -2.7 pp -2.0 pp -1.7 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
☆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
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -5.3 pp -5.5 pp -5.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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