Signals

← Signals

☆EFG

1042 in-universe funds with a nonzero position in EFG within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#807
Score / z0.119 / 0.18
Consensus277.85 over 521 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 494.4 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 427.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 398.0 0.0% 3 -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 334.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 320.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 300.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 150.6 0.2% 2 -0.0 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 135.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 135.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 113.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 108.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 104.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 77.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 71.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 71.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 69.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 69.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 69.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 65.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 59.0 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 58.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 57.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 57.2 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 53.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 53.4 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.6 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 51.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 51.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 50.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 50.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 46.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 36.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 34.9 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆BOKF, NA CIK 0000009634 0.752 1160 34.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 33.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 31.8 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 31.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 29.9 4.1% 2 +0.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 29.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 27.1 0.4% 2 -0.0 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 26.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 25.7 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 24.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 23.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 23.1 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 22.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 22.7 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.2 0.2% 2 -0.7 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 21.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 19.6 4.5% 2 -0.5 pp +4.5 pp +4.5 pp +4.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.9 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆MA Private Wealth CIK 0001767474 0.750 88 18.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 18.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 18.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 18.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.7 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 16.0 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 16.0 5.3% 4 -0.1 pp +0.1 pp +0.2 pp +5.3 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 15.9 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 15.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 15.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 15.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 14.7 4.8% 4 +1.4 pp +4.2 pp +4.2 pp +4.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 14.6 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 14.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 13.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 13.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 12.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 12.9 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 12.8 0.6% 2 -2.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 12.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.2 0.8% 2 -0.9 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 12.2 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 11.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 11.5 0.2% 2 -0.9 pp +0.2 pp +0.2 pp +0.2 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 10.9 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 10.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 10.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 9.7 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 9.7 0.7% 2 -1.8 pp +0.7 pp +0.7 pp +0.7 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 9.6 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 9.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 9.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 9.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 9.1 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 9.1 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.8 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 8.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 8.6 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 8.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 8.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 8.4 0.6% 2 -0.7 pp +0.6 pp +0.6 pp +0.6 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 8.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 8.4 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 7.9 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 7.7 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆EQ LLC CIK 0001757605 0.412 87 7.6 2.6% 2 -1.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 7.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 7.2 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 7.1 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.1 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 7.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.6 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 6.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 6.4 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 5.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.9 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 5.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 5.5 1.2% 2 -2.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.5 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 5.5 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 5.3 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.1 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 5.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 5.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 4.8 0.6% 2 -1.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 4.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 4.8 0.6% 2 -1.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 4.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.6 0.8% 2 -0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 4.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 4.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 4.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆First Pacific Financial CIK 0001810089 0.717 510 4.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 4.4 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.3 0.7% 2 -1.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 4.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 4.2 0.9% 2 -1.7 pp +0.9 pp +0.9 pp +0.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 4.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.1 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 4.1 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 4.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.0 1.3% 3 -0.7 pp -0.3 pp +1.3 pp +1.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 3.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 3.8 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 3.7 0.8% 2 -0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 3.6 2.2% 2 -1.9 pp +2.2 pp +2.2 pp +2.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 3.6 0.9% 4 -0.2 pp -0.3 pp -0.3 pp +0.9 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 3.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.5 2.1% 3 -3.8 pp -3.6 pp +2.1 pp +2.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 3.4 0.6% 2 -1.9 pp +0.6 pp +0.6 pp +0.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.4 1.5% 3 -0.2 pp -0.4 pp +1.5 pp +1.5 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 3.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 3.4 0.7% 2 -2.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 3.2 1.1% 2 -1.7 pp +1.1 pp +1.1 pp +1.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 3.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Addison Capital Co CIK 0001581465 0.464 184 3.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 3.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.0 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 2.9 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.9 0.9% 2 -0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 2.8 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.7 0.4% 2 -1.7 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.7 0.4% 2 -1.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 2.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.5 0.8% 2 -2.4 pp +0.8 pp +0.8 pp +0.8 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.5 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 2.5 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.4 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 2.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆5T Wealth, LLC CIK 0002039313 0.300 134 2.1 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 2.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 1.9 0.9% 2 -0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.9 0.6% 2 -0.8 pp +0.6 pp +0.6 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SWMG, LLC CIK 0001839255 0.473 100 1.6 0.5% 2 -1.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆AMG National Trust Bank CIK 0001388829 0.744 439 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 -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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 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
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.7 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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