Signals

← Signals

☆EFG

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

Flow ranking

Rank#17381
Score / z0.000 / -0.02
Consensus295.47 over 567 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,895.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 680.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 520.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 515.8 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 464.6 0.0% 3 +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 443.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 168.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 165.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 147.3 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 144.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 138.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 134.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 130.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 109.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 108.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 97.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 84.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 76.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 76.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 75.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 74.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 69.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 68.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 66.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 62.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 61.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 55.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 55.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 54.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 51.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 51.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 50.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 49.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 49.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 48.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 45.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.0 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 42.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 41.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 41.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 40.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 37.3 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 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 34.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 33.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 33.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 32.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 32.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 30.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 28.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 27.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 24.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 23.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 23.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 23.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 22.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 22.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 21.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 18.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 18.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 17.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 17.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 16.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 16.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.1 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 15.4 5.4% 3 +0.2 pp +0.3 pp +5.4 pp +5.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 15.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 15.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 14.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 14.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 14.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 14.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 13.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 13.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 12.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 12.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 11.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 11.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 11.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 11.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EQ LLC CIK 0001757605 0.412 87 10.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 10.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 10.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 9.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 9.4 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 9.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 9.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 9.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 9.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 8.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 8.8 3.4% 3 +2.8 pp +2.8 pp +3.4 pp +3.4 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 8.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 8.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 8.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 7.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 7.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 7.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 7.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 7.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 7.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 7.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 7.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 7.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 6.6 3.0% 2 -0.8 pp +3.0 pp +3.0 pp +3.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 6.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit X, LLC CIK 0001697729 0.000 0 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 6.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SWMG, LLC CIK 0001839255 0.473 100 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.8 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆First Pacific Financial CIK 0001810089 0.717 510 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 4.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 4.1 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 3.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 3.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 2.6 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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Calydon Capital CIK 0001759271 0.373 277 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆InvesTrust CIK 0002050848 0.267 95 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mendel Capital Management LLC CIK 0001911384 0.489 99 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dynamic Financial Group CIK 0002061178 0.528 76 1.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.345 361 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NWAM LLC CIK 0001655006 0.392 684 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 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
☆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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 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 EFG). Qtrs Held counts distinct quarters this fund has actually held EFG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EFG position size. Δ columns are the percentage-point change in EFG'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