Signals

← Signals

☆CUSIP:921910733

603 in-universe funds with a nonzero position in CUSIP:921910733 within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#24014
Score / z-6.105 / -7.83
Consensus249.71 over 424 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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)
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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 ▾
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 0.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 1 +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% 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verde Capital Management CIK 0001802891 0.578 80 0.0 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 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
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 0.0 40.0% 1 +40.0 pp +40.0 pp +40.0 pp +40.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 1 +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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 48.5% 1 +48.5 pp +48.5 pp +48.5 pp +48.5 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell Bank CIK 0001002672 0.895 195 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANB BANK CIK 0002067126 0.446 127 0.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 0.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 1.7% 3 +0.6 pp +0.4 pp +1.7 pp +1.7 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp -0.2 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
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 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
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☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Weil Company, Inc. CIK 0001318011 0.359 133 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 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
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capitol Family Office, Inc. CIK 0001863768 0.650 46 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 0.0 25.8% 1 +25.8 pp +25.8 pp +25.8 pp +25.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.1% 1 +0.1 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 0.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 2 +0.0 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 CUSIP:921910733). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921910733 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921910733 position size. Δ columns are the percentage-point change in CUSIP:921910733'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