Signals

← Signals

☆EMXC

1201 in-universe funds with a nonzero position in EMXC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24543
Score / z-0.187 / -0.24
Consensus316.12 over 603 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3,692.7 0.4% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 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 1,577.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 779.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 547.4 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 532.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 449.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 433.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 401.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 361.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 317.7 3.1% 5 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 310.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 263.9 0.7% 5 -0.3 pp -0.1 pp -0.2 pp -0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 258.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 226.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 223.9 3.2% 3 +0.2 pp +0.3 pp +3.2 pp +3.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 212.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 195.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 193.4 0.1% 4 +0.1 pp +0.0 pp -0.2 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 191.6 3.5% 5 +0.5 pp +0.9 pp +1.0 pp +1.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 179.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 157.2 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 147.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 145.6 9.7% 5 +1.6 pp +2.2 pp +4.4 pp +5.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 122.6 4.5% 5 +2.7 pp +2.7 pp +2.9 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 121.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 117.4 1.8% 5 +0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 111.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 109.3 3.0% 5 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 106.9 3.8% 5 +0.7 pp +0.6 pp +0.9 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 105.1 1.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 94.2 1.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 92.4 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 91.2 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 90.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 85.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 81.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 80.4 3.6% 5 +0.4 pp +0.9 pp +1.0 pp +1.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 73.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 71.7 1.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 69.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 68.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Myriad Asset Management Advisors LLC CIK 0002069031 0.243 49 68.0 16.1% 2 -1.2 pp +16.1 pp +16.1 pp +16.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 67.4 1.0% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 66.6 5.2% 5 +0.8 pp +1.4 pp +1.5 pp +1.9 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 66.3 8.8% 5 +0.1 pp +0.7 pp +0.3 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 64.0 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 63.2 0.4% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 62.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 62.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 62.0 3.1% 5 +0.3 pp +0.3 pp -1.2 pp -1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 55.2 6.8% 5 +1.5 pp +2.6 pp +3.2 pp +2.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 55.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 53.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 51.6 3.8% 5 +0.5 pp +0.9 pp +1.0 pp +1.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 50.9 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 50.2 4.3% 5 -0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 48.7 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 48.3 0.3% 5 +0.0 pp -0.4 pp -0.3 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 48.1 0.2% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 47.8 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 46.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 46.7 4.1% 5 +0.6 pp +0.9 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 43.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 39.3 2.4% 5 +0.3 pp +0.8 pp +0.9 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 37.8 0.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 37.7 0.7% 7 +0.1 pp +0.2 pp -0.3 pp -0.2 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 36.3 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 35.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 34.0 8.1% 5 +0.6 pp +1.5 pp +2.3 pp +2.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 31.9 1.9% 7 +1.4 pp +1.5 pp +1.1 pp +1.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 30.6 11.0% 5 -2.1 pp -2.7 pp -0.8 pp +4.6 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 30.6 3.2% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 30.4 1.7% 3 +0.1 pp +1.3 pp +1.7 pp +1.7 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 29.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 29.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 29.5 6.8% 5 -0.1 pp +0.5 pp +1.2 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 29.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 28.5 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 28.2 3.4% 5 -1.1 pp -0.7 pp -0.5 pp +0.4 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 27.5 4.5% 2 +4.3 pp +4.5 pp +4.5 pp +4.5 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 27.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 27.1 11.4% 5 +2.9 pp +3.9 pp +4.6 pp +4.6 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 26.8 6.1% 5 -1.0 pp -0.4 pp +1.0 pp +1.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 26.2 2.9% 5 -0.7 pp -1.1 pp -0.1 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 25.6 5.3% 5 +1.9 pp +3.0 pp +3.1 pp +3.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 25.0 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 24.8 3.3% 7 -0.8 pp -0.4 pp -0.1 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 24.7 5.5% 5 +0.4 pp +0.9 pp +1.0 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 23.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 23.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 22.8 3.5% 3 +0.1 pp +3.2 pp +3.5 pp +3.5 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 22.8 5.7% 5 +0.0 pp -0.6 pp -0.0 pp +0.2 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 22.8 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 22.5 6.3% 5 +0.7 pp +4.5 pp +4.6 pp +4.7 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 22.0 1.1% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 21.4 2.7% 5 +0.7 pp +1.2 pp +1.3 pp +1.5 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 21.2 7.1% 5 +0.8 pp +1.2 pp +1.5 pp +1.4 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 20.7 6.3% 5 +1.1 pp +2.6 pp +3.1 pp +3.4 pp
☆ES4, LLC CIK 0002095578 0.524 32 20.4 10.7% 2 -1.8 pp +10.7 pp +10.7 pp +10.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 20.1 2.2% 3 +0.6 pp +1.1 pp +2.2 pp +1.7 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 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 18.8 1.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 18.7 0.6% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 18.5 2.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 17.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 17.3 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 17.0 2.8% 5 +0.3 pp +0.5 pp +0.7 pp +0.7 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 17.0 1.8% 5 +0.2 pp -0.2 pp -0.0 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.8 0.5% 5 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 16.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 16.1 1.4% 5 -0.0 pp +0.6 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 15.7 9.7% 5 +3.7 pp +4.3 pp +4.1 pp +3.9 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 15.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.0 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 15.0 0.8% 3 +0.2 pp +0.5 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 14.9 1.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 14.9 3.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 14.4 1.5% 5 +0.3 pp +0.4 pp +0.8 pp +1.1 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.436 185 14.4 2.0% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 14.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 13.8 1.6% 5 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 13.8 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 13.8 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 13.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 13.7 2.0% 5 +0.2 pp +0.5 pp +0.4 pp +0.5 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 13.1 1.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 12.7 0.7% 5 +0.1 pp -0.6 pp -0.7 pp -0.7 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 12.6 1.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 12.6 1.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 12.6 4.7% 5 +0.4 pp +0.6 pp +0.8 pp +0.8 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 12.5 1.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 12.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 11.9 2.8% 5 +0.5 pp +0.8 pp +1.0 pp +0.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 11.4 0.8% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 11.4 15.7% 3 +0.9 pp +6.9 pp +15.7 pp +15.7 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 11.3 3.1% 6 +0.4 pp -0.1 pp +0.1 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 11.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 11.1 3.6% 5 +0.5 pp +0.7 pp +0.5 pp +0.7 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 11.0 5.2% 5 +0.9 pp +1.4 pp +1.5 pp +1.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 11.0 3.5% 7 +0.5 pp +0.7 pp +0.9 pp +0.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 10.8 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 10.8 3.0% 5 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 10.6 3.8% 2 +1.0 pp +3.8 pp +3.8 pp +3.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 10.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 10.4 1.1% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 10.3 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 10.3 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 10.2 1.7% 6 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 9.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 9.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 9.9 0.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.8 1.7% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 9.8 3.6% 5 +0.5 pp +1.5 pp +1.6 pp +1.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 9.8 5.5% 6 +4.7 pp +0.9 pp +1.4 pp +2.8 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 9.6 3.1% 5 +0.6 pp +1.3 pp +2.0 pp +2.4 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 9.6 2.3% 5 +0.2 pp +0.4 pp +0.3 pp -0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 9.5 1.7% 5 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 9.5 1.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 9.4 3.4% 5 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 9.2 4.0% 5 +0.3 pp +1.4 pp +1.5 pp +1.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 8.9 3.5% 5 -0.6 pp -0.4 pp +0.2 pp +0.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 8.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 8.7 0.5% 2 -0.1 pp +0.5 pp -0.7 pp +0.5 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 8.7 1.7% 5 +0.3 pp +0.4 pp +0.5 pp +0.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 8.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 8.6 1.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 8.4 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.4 3.5% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 8.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norway Savings Bank CIK 0001692227 0.255 104 8.3 3.5% 5 +0.5 pp +0.8 pp +0.9 pp +0.9 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 8.2 1.3% 5 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 8.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 8.2 1.8% 1 +1.8 pp +1.3 pp +1.8 pp +1.8 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 8.1 0.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 8.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 7.9 4.8% 2 +0.9 pp +4.8 pp +4.8 pp +4.8 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.9 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.8 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 7.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 7.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 7.8 2.8% 5 +0.5 pp +0.9 pp +1.0 pp +0.9 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 7.7 1.6% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 7.7 2.5% 5 +0.9 pp +0.5 pp +0.6 pp +0.7 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 7.6 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 7.6 1.1% 4 +0.2 pp +0.3 pp +0.4 pp +1.1 pp
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☆Envision Financial LLC CIK 0002051355 0.578 48 7.5 3.4% 6 +0.3 pp +0.5 pp +0.6 pp +0.3 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 7.4 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 7.4 1.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 7.3 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 7.2 1.7% 6 +0.2 pp +0.6 pp +0.6 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 7.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Caldwell Trust Co CIK 0002080218 0.488 811 6.7 0.5% 7 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 6.5 1.0% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 6.5 1.0% 5 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
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☆Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 6.2 3.1% 5 +0.5 pp +0.7 pp +0.8 pp +0.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 6.1 0.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 6.0 3.2% 5 +0.5 pp +0.7 pp +1.2 pp +1.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 6.0 0.7% 5 +0.1 pp -0.3 pp +0.2 pp +0.1 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 5.9 2.7% 6 +0.4 pp +0.7 pp +0.8 pp +0.9 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 5.9 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 5.8 1.3% 4 +0.4 pp +0.4 pp +0.4 pp +1.3 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 5.8 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.7 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 5.5 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Copia Wealth Management CIK 0002058771 0.232 570 5.3 3.2% 6 +0.4 pp +0.5 pp +0.6 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Live Oak Investment Partners CIK 0001822262 0.329 93 5.1 2.7% 5 +0.5 pp +0.6 pp +1.6 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 5.0 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 4.9 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
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☆Anson Capital, Inc. CIK 0001906003 0.307 93 4.9 3.2% 5 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 4.8 1.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 4.7 1.7% 5 +0.3 pp +0.6 pp +0.7 pp +0.8 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.6 0.6% 5 +0.0 pp -0.3 pp -0.4 pp -0.5 pp
☆Bravera Wealth CIK 0002126773 0.454 352 4.6 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 4.6 3.5% 5 -2.1 pp -0.0 pp +0.4 pp +0.6 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 4.6 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 4.5 3.1% 4 +0.7 pp +1.7 pp +2.9 pp +3.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 4.4 1.7% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.4 0.2% 5 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 4.4 1.4% 1 +1.4 pp +0.3 pp +0.3 pp +0.3 pp
☆PALLADIEM, LLC CIK 0001629271 0.040 136 4.4 4.2% 2 +0.8 pp +4.2 pp +4.2 pp +4.2 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 4.3 2.3% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 4.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 4.2 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 4.1 0.5% 3 -1.0 pp -2.8 pp +0.5 pp -2.7 pp
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☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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 +0.0 pp -0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.0 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
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -5.8 pp -5.6 pp -4.5 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.5 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -7.9 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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 +0.0 pp -0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 -0.5 pp -0.3 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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 -0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
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 EMXC). Qtrs Held counts distinct quarters this fund has actually held EMXC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EMXC position size. Δ columns are the percentage-point change in EMXC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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