Signals

← Signals

☆FBND

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

Flow ranking

Rank#47
Score / z4.262 / 5.12
Consensus306.86 over 588 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+55% / 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)
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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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4,624.4 2.5% 1 +2.5 pp +2.5 pp -0.3 pp -0.4 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 1,674.8 0.1% 7 -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 716.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 696.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 593.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 499.0 3.7% 5 -0.4 pp -0.2 pp -0.4 pp -0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 410.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 368.9 4.4% 6 +0.5 pp +1.4 pp +2.4 pp +2.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 366.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 331.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 312.0 5.5% 5 -0.4 pp +0.1 pp -0.9 pp -0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 307.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 306.1 7.2% 5 -0.6 pp +1.2 pp +2.8 pp +2.8 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 250.0 13.1% 5 +3.8 pp +4.0 pp +4.2 pp +4.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 249.9 0.3% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 232.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 204.9 8.3% 5 -0.6 pp -0.4 pp -0.1 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 200.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 187.0 1.6% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 185.0 2.8% 5 -0.4 pp -0.5 pp -0.6 pp -0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 181.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 174.5 1.0% 5 +0.8 pp +0.8 pp +0.8 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 159.5 3.7% 5 -0.1 pp +0.5 pp -0.1 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 143.4 3.6% 5 -0.4 pp -0.1 pp -0.0 pp -0.4 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 140.2 8.9% 5 -0.9 pp -0.7 pp -0.6 pp -1.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 138.7 2.1% 5 -0.1 pp -0.6 pp -0.6 pp -0.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 135.0 2.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 112.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 111.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 111.3 5.7% 5 -0.2 pp +0.2 pp +0.6 pp +0.7 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 108.5 7.6% 5 -0.4 pp -0.3 pp -0.3 pp -0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 96.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 96.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 96.7 0.5% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 93.8 8.1% 5 -0.3 pp +0.4 pp +0.9 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 91.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 85.3 1.8% 5 -0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 74.4 4.7% 5 +0.0 pp -0.5 pp -0.6 pp -0.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 71.2 1.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 69.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 69.0 1.4% 5 +0.0 pp +0.1 pp +0.4 pp -0.6 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 67.5 6.1% 4 +0.5 pp +2.5 pp +5.5 pp +6.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 65.3 0.6% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 64.7 1.2% 5 -0.3 pp -0.4 pp -0.8 pp -0.6 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 63.2 4.9% 2 +1.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 62.1 2.8% 5 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 59.5 0.9% 5 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 59.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 57.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 54.1 9.0% 5 -1.0 pp -1.3 pp -1.5 pp -1.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 52.9 0.8% 5 -0.2 pp -0.4 pp -0.2 pp -0.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 50.8 6.0% 5 -1.2 pp -1.1 pp -1.5 pp -1.9 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 50.7 5.9% 5 -0.5 pp -0.4 pp -0.4 pp -0.7 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 50.0 8.4% 5 -0.5 pp -0.0 pp +0.3 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 49.8 1.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 49.3 12.2% 5 -0.6 pp -0.4 pp -0.3 pp -0.5 pp
☆Navalign, LLC CIK 0001820593 0.504 132 49.3 11.5% 5 -0.4 pp +0.3 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 47.5 16.1% 2 +15.8 pp +16.1 pp +16.1 pp +16.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 46.7 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 46.4 6.7% 5 -0.3 pp -0.4 pp +2.8 pp +2.7 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 44.2 3.2% 5 +0.1 pp +0.4 pp +0.2 pp +0.1 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 42.9 20.5% 5 -3.9 pp -8.7 pp -8.9 pp -10.1 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 42.8 11.3% 5 +1.9 pp +3.5 pp +3.7 pp +3.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 42.3 3.0% 5 -0.3 pp -0.1 pp -0.2 pp -0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 41.6 7.1% 5 -0.7 pp -0.2 pp -0.2 pp -0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 41.5 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 41.1 4.9% 5 -0.3 pp -0.1 pp -0.3 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 40.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 40.1 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 40.0 6.9% 7 -0.5 pp -0.5 pp -0.1 pp +0.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 39.4 13.5% 5 -0.6 pp +0.3 pp +0.4 pp -1.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 38.8 1.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 37.9 0.9% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 37.9 1.2% 5 -1.4 pp -0.4 pp -0.4 pp -0.6 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 37.7 6.9% 5 -0.8 pp -0.6 pp -1.0 pp -0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 37.0 4.2% 5 -0.4 pp -0.2 pp -0.3 pp -0.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 37.0 3.2% 5 -0.3 pp -0.1 pp +0.1 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 36.7 0.6% 1 +0.6 pp -0.1 pp -0.2 pp +0.6 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 36.5 6.8% 5 -0.5 pp -1.0 pp -0.9 pp -1.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 36.0 6.0% 5 -0.6 pp -0.3 pp +0.2 pp +0.1 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 35.6 16.8% 2 -1.7 pp +16.8 pp +16.8 pp +16.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 35.6 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 35.5 4.7% 5 -0.6 pp -1.0 pp +2.8 pp +2.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 35.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 35.0 2.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 34.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 33.4 1.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 33.2 0.4% 5 -0.3 pp +0.0 pp +0.0 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 33.2 2.2% 5 -0.3 pp -0.2 pp +0.1 pp -0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 32.9 5.2% 5 +1.5 pp +1.7 pp +1.9 pp +4.7 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 32.5 3.3% 5 -0.2 pp -0.2 pp +0.1 pp +0.4 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 32.0 3.9% 5 -0.4 pp -0.3 pp +3.5 pp +3.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 32.0 1.8% 5 -0.1 pp -0.0 pp +0.6 pp +0.2 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 31.6 7.9% 5 -0.3 pp -0.3 pp -2.3 pp -2.8 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 31.0 3.4% 5 -0.3 pp -0.3 pp -0.0 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 30.7 4.4% 5 -0.5 pp -1.5 pp -1.4 pp -1.6 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 30.2 3.5% 5 -0.3 pp +0.0 pp +0.5 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 30.2 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 30.2 7.3% 5 -0.5 pp -1.2 pp +0.1 pp +0.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 30.2 1.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 30.1 4.8% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 29.9 9.2% 5 -1.3 pp -1.4 pp -1.5 pp -1.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 29.9 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 29.0 1.5% 5 -0.1 pp -0.0 pp +0.3 pp +1.3 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 28.6 5.4% 5 -0.1 pp +0.1 pp +0.9 pp +0.7 pp
☆Presper Financial Architects, LLC CIK 0002066674 0.783 55 28.2 14.7% 4 -2.0 pp -0.4 pp -0.7 pp +14.7 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 28.0 6.3% 5 -0.6 pp +1.0 pp +4.1 pp +4.1 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 28.0 20.7% 2 +0.7 pp +20.7 pp +20.7 pp +20.7 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 27.9 13.3% 5 -1.0 pp -1.0 pp -0.8 pp -1.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 27.6 9.0% 5 -0.3 pp +0.3 pp +6.9 pp +7.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 27.4 7.4% 7 -0.6 pp -0.6 pp -0.4 pp -0.9 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 26.9 7.3% 5 -0.4 pp +0.5 pp +0.4 pp +0.3 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 26.3 5.7% 5 -0.7 pp -0.6 pp -1.0 pp -1.2 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 26.1 7.3% 5 +2.0 pp +2.1 pp +2.2 pp +6.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 25.6 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 25.4 1.6% 5 -0.1 pp -0.2 pp +0.1 pp -0.0 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 25.3 12.2% 2 -0.9 pp +12.2 pp +12.2 pp +12.2 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 25.1 4.6% 5 -0.5 pp -0.2 pp +0.0 pp -0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 25.1 6.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 24.8 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 24.4 1.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 24.3 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 24.1 5.1% 1 +5.1 pp +5.1 pp +0.2 pp +5.1 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 24.0 17.3% 5 -0.5 pp +0.4 pp +1.6 pp +3.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 23.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Catawba River Capital CIK 0001843303 0.467 24 23.2 10.4% 5 -0.6 pp +5.4 pp +5.3 pp +4.8 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 23.2 2.6% 5 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 23.1 6.7% 5 -3.3 pp -4.3 pp -4.5 pp -5.1 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 22.9 16.8% 2 -0.9 pp +16.8 pp +16.8 pp +16.8 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 22.6 5.1% 4 +0.2 pp +0.1 pp +0.5 pp +5.1 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 22.1 14.0% 2 +1.6 pp +14.0 pp +14.0 pp +14.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.8 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 21.7 5.2% 5 +0.3 pp +0.6 pp +0.7 pp +1.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 21.3 0.8% 6 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 21.0 4.7% 5 -0.2 pp +0.2 pp +0.5 pp +0.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 20.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 20.5 8.1% 7 -0.0 pp +0.4 pp +1.2 pp +1.4 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 20.5 0.7% 5 -0.0 pp +0.5 pp +0.6 pp +0.7 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 20.3 4.2% 3 +2.3 pp +4.1 pp +4.2 pp +4.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 20.2 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 19.9 5.5% 5 -0.3 pp -0.2 pp +0.6 pp +0.5 pp
☆tru Independence LLC CIK 0001785445 0.641 108 19.8 8.7% 5 -0.2 pp +4.3 pp +4.6 pp +4.5 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 19.8 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 19.6 1.9% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 19.4 5.9% 5 -0.3 pp +0.0 pp -0.1 pp +0.9 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 19.2 5.3% 5 -0.4 pp -0.2 pp -1.2 pp -1.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 19.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 18.9 5.6% 5 -0.9 pp -0.8 pp -0.8 pp -0.8 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 18.6 1.1% 4 -0.2 pp -0.0 pp -0.9 pp +1.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 18.6 1.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 18.3 9.1% 5 -0.8 pp -0.3 pp -0.4 pp -0.8 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 18.2 4.3% 5 -0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 18.0 6.4% 2 -0.4 pp +6.4 pp +6.4 pp +6.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 18.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 17.5 8.1% 2 -0.5 pp +8.1 pp +8.1 pp +8.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 17.1 1.6% 5 -0.2 pp -0.1 pp -0.0 pp -0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 17.0 8.0% 5 -0.7 pp +1.0 pp +0.7 pp +0.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 16.8 1.7% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 16.6 12.9% 2 -0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 16.5 0.8% 2 +0.1 pp +0.8 pp -0.7 pp -0.2 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 16.4 3.7% 5 -0.6 pp -1.2 pp -1.3 pp -1.9 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 16.3 8.8% 5 -0.9 pp -1.0 pp -1.2 pp -1.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 16.2 1.9% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 16.1 0.3% 1 +0.3 pp +0.0 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 16.0 2.0% 5 +0.7 pp +0.8 pp +0.9 pp +1.1 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 15.8 6.7% 5 -1.0 pp -0.9 pp -0.6 pp -0.9 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 15.8 5.7% 5 -2.1 pp -2.4 pp -1.5 pp +4.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 15.7 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 15.7 1.1% 3 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 15.6 7.7% 5 -0.6 pp -0.5 pp -0.8 pp -0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 15.6 0.9% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 15.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 15.4 2.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 15.0 4.2% 5 -0.3 pp -0.3 pp -1.4 pp -1.8 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 14.7 3.6% 5 +0.5 pp +0.3 pp +0.4 pp +0.3 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 14.7 5.4% 7 -0.2 pp +0.7 pp +0.8 pp +0.7 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 14.7 8.3% 5 +0.0 pp -2.0 pp -2.0 pp +7.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 14.1 2.0% 3 +1.6 pp +1.7 pp +2.0 pp +2.0 pp
☆MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 14.1 9.2% 4 +0.7 pp +2.0 pp +2.6 pp +9.2 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 14.1 3.6% 5 +0.2 pp +0.8 pp +1.0 pp +1.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 14.0 7.3% 5 -0.4 pp -0.2 pp +0.6 pp +0.6 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 13.9 1.9% 5 +1.2 pp +0.6 pp -0.8 pp +0.3 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 13.6 11.6% 2 -0.4 pp +11.6 pp +11.6 pp +11.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.6 0.6% 5 -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 13.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 13.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 13.3 6.2% 5 -0.7 pp -0.4 pp -0.8 pp -1.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 13.2 2.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 13.2 7.2% 4 -0.1 pp -0.7 pp +0.2 pp +7.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 12.8 0.4% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.7 0.1% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 12.5 6.9% 2 -0.4 pp +6.9 pp +6.9 pp +6.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 12.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 12.4 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 12.1 9.9% 4 -1.6 pp -1.8 pp -7.2 pp +9.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 11.9 4.6% 5 -0.4 pp -0.4 pp -0.7 pp -1.2 pp
☆SPWM Advisors LLC CIK 0002111209 0.346 90 11.8 10.9% 2 +1.0 pp +10.9 pp +10.9 pp +10.9 pp
☆Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 11.8 11.6% 2 +0.7 pp +11.6 pp +11.6 pp +11.6 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 11.6 2.1% 5 -0.2 pp +0.0 pp +0.2 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 11.6 0.6% 4 -0.0 pp -0.4 pp -0.2 pp +0.6 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 11.5 5.4% 6 +0.2 pp +0.0 pp +1.3 pp +1.5 pp
☆Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 11.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.4 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 11.3 3.3% 5 -0.5 pp -0.4 pp -0.4 pp -0.6 pp
☆STEPH & CO CIK 0000941519 0.731 283 11.3 2.9% 5 -0.2 pp -0.7 pp -0.7 pp -0.6 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 11.3 3.9% 5 -1.2 pp -0.7 pp -0.7 pp -0.8 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 11.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 11.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 10.2 5.0% 5 +0.1 pp +0.2 pp +1.9 pp +1.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 9.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 9.9 1.3% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 9.8 0.9% 1 +0.9 pp +0.9 pp -0.4 pp -3.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 9.6 4.4% 5 -0.2 pp +0.0 pp +0.0 pp -1.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 9.6 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 9.6 1.5% 5 +0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 9.3 2.8% 5 -0.2 pp -0.6 pp -0.7 pp -1.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 9.3 2.9% 3 -0.2 pp -0.2 pp +2.9 pp +2.9 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 9.2 6.2% 5 -1.9 pp -4.2 pp -4.9 pp -4.9 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 9.1 2.9% 5 -1.0 pp -1.8 pp -6.5 pp -6.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.1 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 9.0 6.3% 2 -0.7 pp +6.3 pp +6.3 pp +6.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.9 0.1% 5 -0.2 pp +0.1 pp -0.1 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 8.8 0.4% 5 -0.9 pp -1.0 pp -1.0 pp -1.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.8 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 8.7 6.5% 2 -0.9 pp +6.5 pp +6.5 pp +6.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.6 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 8.6 3.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 8.5 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 8.3 2.0% 5 -0.1 pp -0.4 pp -0.3 pp -0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 8.3 1.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 8.3 3.7% 5 +2.0 pp +2.3 pp +1.9 pp +1.7 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 8.2 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 8.0 4.6% 4 -0.5 pp -0.6 pp -0.6 pp +4.6 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 8.0 1.7% 5 +0.4 pp +0.6 pp +0.7 pp +0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 8.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 7.9 1.1% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 7.8 2.2% 4 -0.0 pp +0.4 pp +0.5 pp +2.2 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 7.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 7.7 1.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 7.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 7.6 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 7.6 0.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 7.6 1.8% 5 +0.2 pp +0.5 pp +0.9 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 7.5 2.1% 5 +0.4 pp +0.8 pp +1.2 pp +1.5 pp
☆Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 7.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 7.3 2.3% 5 -0.2 pp -0.2 pp +0.3 pp +0.4 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.2 1.8% 5 -0.3 pp -0.5 pp -0.7 pp -1.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 7.2 3.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.1 0.5% 5 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆Keenan, LLC CIK 0002111703 0.676 45 6.9 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 6.8 4.2% 5 -0.9 pp -1.2 pp +0.2 pp +0.4 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 6.7 0.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 6.7 5.8% 2 +0.4 pp +5.8 pp +5.8 pp +5.8 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 6.6 2.9% 5 -0.4 pp +1.0 pp +1.3 pp +2.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 6.6 0.7% 5 -0.7 pp -0.9 pp -1.1 pp -1.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 6.5 3.6% 2 -0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 6.5 3.8% 5 -0.5 pp -0.8 pp -0.9 pp -1.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.5 0.2% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Jeter Robert S II CIK 0002093023 0.611 47 6.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 6.3 2.1% 5 -0.0 pp -0.0 pp +0.7 pp +0.6 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 6.3 2.6% 5 +0.1 pp +0.2 pp +0.0 pp -0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 6.3 4.9% 6 +0.2 pp +0.6 pp +0.6 pp +1.6 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 5.9 2.1% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 5.9 1.9% 3 +0.5 pp +1.5 pp +1.9 pp +1.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 5.9 0.6% 6 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 5.9 4.0% 2 -1.9 pp +4.0 pp +4.0 pp +4.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 5.9 0.5% 5 -0.7 pp -0.6 pp -0.5 pp -0.6 pp
☆RDA Financial Network CIK 0001774086 0.257 284 5.9 1.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 5.8 2.9% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 5.7 2.6% 5 -1.4 pp -0.8 pp -1.0 pp -1.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 5.7 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
☆Clearview Wealth Management LLC CIK 0001857588 0.564 62 5.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -15.5 pp -14.2 pp -12.3 pp -12.7 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
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -4.8 pp -5.0 pp -5.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -6.8 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 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 -0.3 pp -0.3 pp -0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp -3.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -1.8 pp -1.7 pp -1.6 pp -1.8 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.4 pp -0.5 pp -0.8 pp -0.7 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 0.0% 0 -1.4 pp -1.3 pp -1.4 pp -1.6 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -1.6 pp -1.6 pp -1.6 pp -1.6 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.9 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 +0.0 pp +0.0 pp -6.4 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
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garton & Associates Financial Advisors LLC CIK 0002109857 0.000 24 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 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
☆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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp -4.8 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -4.7 pp -4.6 pp -4.6 pp -4.9 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -6.3 pp -6.3 pp -6.3 pp -5.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.0 0.0% 0 -0.1 pp -1.3 pp -1.3 pp -1.4 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.7 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
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 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
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -0.8 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 FBND). Qtrs Held counts distinct quarters this fund has actually held FBND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FBND position size. Δ columns are the percentage-point change in FBND'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