Signals

EFG

1215 in-universe funds with a nonzero position in EFG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#897
Score / z0.134 / 0.10
Consensus364.25 over 704 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-96% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

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 2,494.7 0.7% 4 +0.6 pp +0.5 pp +0.1 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 880.6 0.2% 4 +0.2 pp +0.1 pp +0.0 pp +0.2 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 530.3 0.0% 6 +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 524.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 462.9 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 257.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 245.9 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 204.9 1.1% 4 +1.1 pp +1.0 pp +0.5 pp +1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 171.7 0.5% 3 +0.4 pp +0.3 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 164.0 0.0% 4 +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 145.3 0.2% 4 +0.0 pp -0.0 pp -0.0 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 140.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 138.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 121.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 110.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 95.3 0.5% 4 +0.2 pp +0.1 pp +0.0 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 85.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JB Capital LLC CIK 0001879371 0.629 280 77.9 3.1% 4 +3.1 pp +2.6 pp +0.5 pp +3.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 72.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 67.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 63.2 4.5% 4 -0.0 pp -0.5 pp -0.9 pp +4.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.0 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 59.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 58.6 1.5% 4 +0.2 pp +0.5 pp +0.5 pp +1.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 54.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 54.6 0.3% 4 +0.3 pp +0.3 pp -0.0 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 54.6 0.3% 4 -0.0 pp -0.1 pp -0.3 pp +0.3 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 54.2 5.2% 4 -0.2 pp -0.2 pp -0.5 pp +5.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 51.7 1.4% 4 +0.7 pp +0.7 pp +0.4 pp +1.4 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 51.7 3.2% 4 -0.1 pp -0.2 pp -0.4 pp +3.2 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 50.6 1.2% 4 -0.0 pp -0.1 pp -0.3 pp +1.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 49.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 44.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 43.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 42.2 2.0% 4 -1.0 pp -1.0 pp -1.1 pp +2.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 42.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 41.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 41.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 38.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 36.7 3.5% 4 -0.0 pp +0.0 pp -0.2 pp +3.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 34.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 33.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 33.8 2.2% 4 +1.5 pp +1.4 pp +0.5 pp +2.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 32.5 2.1% 4 +0.0 pp +0.1 pp +0.0 pp +2.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 31.9 0.4% 4 +0.3 pp +0.3 pp +0.1 pp +0.4 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 31.4 0.4% 4 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 31.0 4.3% 4 +0.0 pp +0.1 pp +0.8 pp +4.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 29.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 28.0 0.2% 4 +0.0 pp +0.0 pp -0.5 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 26.2 0.3% 4 +0.2 pp +0.2 pp -0.7 pp +0.3 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 25.7 0.6% 4 +0.0 pp -0.4 pp -0.4 pp +0.6 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 25.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 24.0 5.3% 4 +0.3 pp +3.9 pp +3.9 pp +5.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 23.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 21.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.1 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 20.8 2.6% 4 -0.1 pp -0.2 pp -0.3 pp +2.6 pp
Creative Planning CIK 0001540235 0.979 4196 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 20.1 4.8% 4 +0.3 pp +0.3 pp -0.2 pp +4.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 20.1 0.2% 6 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 19.8 0.2% 4 -0.0 pp -0.0 pp -0.7 pp +0.2 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 19.4 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 19.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 18.7 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.7 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 18.1 5.3% 6 +0.2 pp +0.5 pp +1.9 pp +4.7 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 17.9 1.7% 4 +0.8 pp +1.0 pp +1.2 pp +1.7 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 17.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 17.7 3.2% 4 +2.9 pp +2.6 pp +0.7 pp +3.2 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 17.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 17.6 2.5% 4 +0.2 pp +0.0 pp +0.0 pp +2.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 17.3 0.3% 6 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 16.3 4.3% 4 +0.1 pp -0.0 pp +0.1 pp +4.3 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 16.2 4.2% 4 +1.5 pp +1.9 pp +2.2 pp +4.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 16.0 0.4% 4 +0.2 pp +0.2 pp -0.0 pp +0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 15.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.3 0.5% 4 +0.5 pp +0.4 pp -0.1 pp +0.5 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 15.0 2.0% 4 +1.5 pp +1.4 pp -0.2 pp +2.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.2 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 13.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 13.7 1.6% 4 +0.1 pp -0.2 pp -0.3 pp +1.6 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 13.1 3.8% 4 -0.5 pp +0.4 pp +0.0 pp +3.8 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 13.1 11.1% 3 +0.3 pp +0.1 pp +11.1 pp +11.1 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 13.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 12.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 12.7 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 12.4 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 12.3 2.1% 1 +2.1 pp +1.8 pp +0.6 pp +2.1 pp
MA Private Wealth CIK 0001767474 0.750 88 12.2 2.1% 4 -0.8 pp -1.1 pp -1.1 pp +2.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.0 0.5% 5 +0.1 pp -0.4 pp -0.4 pp -0.6 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 11.9 0.1% 4 -0.4 pp -0.8 pp -0.8 pp +0.1 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 11.9 3.1% 4 -0.1 pp -1.1 pp -1.6 pp +3.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 11.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Keystone Financial Services CIK 0001865158 0.422 131 11.8 3.5% 4 +2.5 pp +0.6 pp +0.4 pp +3.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 11.4 3.3% 4 -0.3 pp -0.3 pp -0.4 pp +3.3 pp
Trek Financial, LLC CIK 0001768195 0.100 501 11.4 0.6% 4 +0.5 pp +0.5 pp +0.0 pp +0.6 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 11.3 1.1% 4 +1.0 pp +0.9 pp +0.3 pp +1.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 10.9 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.6 0.5% 4 +0.0 pp -0.0 pp -0.3 pp +0.5 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 10.5 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 10.5 3.1% 4 +0.1 pp +0.6 pp +0.6 pp +3.1 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 10.5 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 10.1 1.1% 4 +0.3 pp +0.2 pp -0.3 pp +1.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 10.0 1.8% 4 +0.1 pp +0.1 pp -0.1 pp +1.8 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 9.9 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 9.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 9.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 9.8 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.4 0.4% 1 +0.4 pp +0.3 pp -0.0 pp +0.4 pp
SWMG, LLC CIK 0001839255 0.473 100 9.4 2.7% 1 +2.7 pp +2.2 pp +0.7 pp +2.7 pp
COMMERCE BANK CIK 0001009076 0.853 1332 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.2 0.5% 4 +0.2 pp +0.1 pp -0.2 pp +0.5 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 9.2 2.9% 4 +0.0 pp -0.2 pp -0.4 pp +2.9 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.2 0.5% 4 +0.5 pp +0.4 pp +0.1 pp +0.5 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 9.1 2.8% 4 +0.2 pp +0.2 pp +0.2 pp +2.8 pp
World Investment Advisors CIK 0001652594 0.670 1523 9.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 9.0 1.1% 4 -0.1 pp -0.1 pp +1.0 pp +1.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 8.9 1.1% 1 +1.1 pp +1.0 pp +0.3 pp +1.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 8.9 3.7% 4 -0.0 pp +1.0 pp +0.9 pp +3.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.9 0.5% 4 +0.1 pp +0.2 pp -0.1 pp +0.5 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 8.6 2.7% 4 +1.9 pp +1.9 pp -0.5 pp +2.7 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 8.4 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
Wealthquest Corp CIK 0001632968 0.872 177 8.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 7.9 0.1% 4 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
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Ancora Advisors LLC CIK 0001446114 0.489 2040 7.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 7.8 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
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Procyon Advisors, LLC CIK 0001804329 0.458 586 7.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 7.6 0.8% 4 -0.2 pp -0.6 pp -0.6 pp +0.8 pp
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Invst, LLC CIK 0001867587 0.314 343 7.2 0.8% 1 +0.8 pp +0.7 pp -0.0 pp +0.8 pp
EQ LLC CIK 0001757605 0.412 87 7.1 2.0% 4 -0.1 pp -0.6 pp -2.1 pp +2.0 pp
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SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 7.1 0.1% 4 -0.0 pp -0.9 pp -0.9 pp +0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 6.9 0.6% 4 +0.5 pp +0.6 pp +0.5 pp +0.6 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 6.8 0.8% 4 +0.6 pp +0.5 pp +0.0 pp +0.8 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.8 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.8 1.8% 1 +1.8 pp +1.6 pp +0.2 pp +1.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 6.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.5 0.4% 4 -0.1 pp -0.2 pp -0.8 pp +0.4 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 6.5 0.9% 4 +0.4 pp +0.2 pp -0.9 pp +0.9 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.5 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 6.4 1.6% 4 +0.1 pp +0.2 pp +0.5 pp +1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
White Pine Investment CO CIK 0001318259 0.426 72 6.3 1.5% 4 -0.0 pp -0.0 pp -0.1 pp +1.5 pp
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Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 6.2 1.9% 5 +0.8 pp +0.6 pp -0.1 pp +0.3 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 6.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 6.2 0.5% 4 +0.3 pp +0.2 pp -0.1 pp +0.5 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Addison Capital Co CIK 0001581465 0.465 184 5.9 1.0% 4 -0.2 pp +0.1 pp +0.3 pp +1.0 pp
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FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 5.7 2.5% 4 -0.6 pp -0.9 pp -1.5 pp +2.5 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 5.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.4 2.4% 1 +2.4 pp +2.3 pp +0.2 pp +2.4 pp
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B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.3 0.3% 4 +0.2 pp +0.1 pp +0.0 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
True Vision MN LLC CIK 0002013460 0.163 98 5.1 2.6% 4 +2.3 pp +2.2 pp +0.4 pp +2.6 pp
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Independent Advisor Alliance CIK 0001696899 0.044 1054 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 4.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 4.7 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
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CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 4.5 1.3% 4 -0.0 pp -0.2 pp -0.3 pp +1.3 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Omega Financial Group, LLC CIK 0001767982 0.514 91 3.9 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 3.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.4 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.3 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.3 0.7% 4 +0.0 pp -0.1 pp -2.4 pp +0.7 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.3 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 2.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 2.2 1.6% 3 +0.6 pp +0.9 pp +1.6 pp +1.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 2.2 0.9% 4 +0.7 pp +0.7 pp +0.1 pp +0.9 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 2.2 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 2.2 0.5% 4 -0.0 pp -0.4 pp -2.1 pp +0.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 2.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 2.1 1.6% 5 +1.4 pp +1.2 pp +0.3 pp +0.2 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 2.1 1.1% 4 +0.1 pp +0.2 pp +0.6 pp +1.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 2.0 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.0 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 2.0 1.8% 1 +1.8 pp -1.2 pp -1.3 pp +1.8 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.0 0.6% 4 +0.6 pp +0.5 pp +0.1 pp +0.6 pp
Lansing Street Advisors CIK 0001926571 0.417 166 2.0 0.5% 4 -0.0 pp -0.5 pp -0.8 pp +0.5 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.0 0.6% 4 +0.1 pp -0.0 pp -0.8 pp +0.6 pp
Keel Point, LLC CIK 0001386935 0.645 514 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 1.9 1.9% 4 -0.2 pp -0.2 pp -0.2 pp +1.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.9 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 1.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Allegheny Financial Group CIK 0001844148 0.552 305 1.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.9 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.9 0.7% 4 +0.6 pp +0.5 pp -0.2 pp +0.7 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.8 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.8 0.5% 4 +0.3 pp +0.3 pp -0.1 pp +0.5 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.8 0.2% 4 -0.0 pp -0.2 pp -1.9 pp +0.2 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 1.8 1.4% 4 +0.0 pp -0.0 pp +0.0 pp +1.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.8 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 1.7 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
Midwest Trust Co CIK 0002077080 0.757 606 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.7 0.1% 4 +0.0 pp -0.0 pp -1.3 pp +0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 1.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.7 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 1.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 1.5 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 1.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Dynamic Financial Group CIK 0002061178 0.528 76 1.5 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 1.5 0.7% 4 -0.0 pp -0.1 pp -0.4 pp +0.7 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.5 0.2% 4 -0.0 pp -0.2 pp -1.5 pp +0.2 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
5T Wealth, LLC CIK 0002039313 0.300 134 1.5 0.6% 4 -0.2 pp -0.3 pp -0.8 pp +0.6 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.5 0.8% 4 +0.5 pp +0.3 pp +0.1 pp +0.8 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.4 0.9% 6 -0.1 pp -0.2 pp -0.4 pp -0.9 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 1.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.4 0.8% 4 +0.0 pp -0.1 pp -0.2 pp +0.8 pp
Hardy Reed LLC CIK 0001761871 0.866 252 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 4 -0.1 pp -0.3 pp -0.5 pp +0.2 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.4 0.1% 4 +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 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 1.3 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.3 0.4% 4 +0.1 pp +0.1 pp -1.1 pp +0.4 pp
EFG International AG CIK 0002109868 0.615 1088 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.3 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
JABODON PT CO CIK 0001594167 0.960 8 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.2 0.2% 4 -0.0 pp -0.1 pp -0.6 pp +0.2 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.2 0.1% 4 -0.0 pp -0.0 pp -0.5 pp +0.1 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.2 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.2 0.0% 4 +0.0 pp -0.4 pp -1.3 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.2 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.2 0.4% 4 +0.3 pp +0.3 pp +0.1 pp +0.4 pp
Unify Financial Advisors CIK 0002126814 0.217 90 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.1 0.2% 1 +0.2 pp +0.1 pp -0.0 pp +0.2 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.1 0.4% 4 +0.0 pp -0.2 pp -1.0 pp +0.4 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.1 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.1 0.4% 4 +0.4 pp +0.3 pp +0.0 pp +0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 1.1 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.1 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.1 0.3% 4 -0.0 pp +0.0 pp -0.4 pp +0.3 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 1.1 0.5% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 1.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.0 0.2% 4 -0.1 pp -0.6 pp -1.4 pp +0.2 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.0 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.0 0.3% 4 +0.1 pp +0.0 pp -0.2 pp +0.3 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Calydon Capital CIK 0001759271 0.373 277 1.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.0 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.0 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.0 0.2% 4 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 1.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 1.0 0.6% 4 +0.1 pp +0.5 pp +0.4 pp +0.6 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 1.0 0.0% 4 -0.0 pp -0.0 pp -2.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.9 0.2% 4 +0.1 pp +0.1 pp -0.5 pp +0.2 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Causey Wealth LLC CIK 0002132639 0.489 83 0.9 0.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.0 0.0% 0 -0.2 pp -0.3 pp -0.9 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 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 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 +0.0 pp -0.2 pp -1.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.2 pp -0.9 pp +0.0 pp
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -5.2 pp -5.3 pp -5.4 pp -5.2 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
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
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.8 pp -0.9 pp -1.7 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 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
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -3.8 pp -4.1 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.4 pp -0.7 pp -2.5 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -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% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -2.2 pp -4.1 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.0 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status