Signals

← Signals

☆FHLC

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

Flow ranking

Rank#15973
Score / z0.000 / -0.02
Consensus127.39 over 241 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 199.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 152.0 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 97.0 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 66.0 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 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 37.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 21.6 1.7% 4 +0.0 pp +0.2 pp +0.3 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 15.4 2.9% 4 +0.0 pp +0.4 pp +0.5 pp +2.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 15.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 15.0 1.6% 3 -1.2 pp -0.6 pp +1.6 pp +1.6 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 14.2 4.8% 4 -0.5 pp -0.2 pp -0.1 pp +4.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 13.1 0.7% 4 +0.1 pp -0.2 pp +0.2 pp +0.7 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 12.1 4.1% 5 +0.7 pp +1.1 pp +0.9 pp +0.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 11.9 2.2% 4 +0.1 pp +0.3 pp +0.7 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 11.0 2.7% 1 +2.7 pp +0.3 pp +2.4 pp +2.7 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 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 7.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 6.6 0.8% 4 -0.2 pp -0.3 pp -0.5 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 6.3 2.9% 4 -0.3 pp +0.1 pp +0.2 pp +2.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 5.9 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.2 0.6% 4 -0.0 pp +0.1 pp -0.0 pp +0.6 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 5.1 0.7% 4 -2.2 pp -1.9 pp -1.9 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 4.4 1.8% 4 +1.7 pp +1.6 pp +1.5 pp +1.8 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 4.0 0.9% 4 -0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.0 1.5% 4 -0.2 pp -0.1 pp -0.1 pp +1.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 3.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 3.0 0.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.9 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 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 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 4 -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 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 2.5 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.4 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.2 0.8% 4 -0.1 pp -0.8 pp -1.3 pp +0.8 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.2 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 2.2 0.1% 3 -0.0 pp -0.8 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 1.9 1.3% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 1.8 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 1.7 1.6% 4 -0.1 pp +0.0 pp -0.1 pp +1.6 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.6 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.4 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.3 0.8% 4 -0.1 pp +0.1 pp -0.4 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 1.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 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
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.0 1.0% 4 -0.1 pp +0.1 pp -0.1 pp +1.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.0 0.5% 4 -0.1 pp -0.3 pp -0.2 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.9 0.3% 4 -0.6 pp -3.9 pp -3.8 pp +0.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.8 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.7 0.2% 4 -0.0 pp -0.2 pp -0.4 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.5 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Athena Wealth Management, LLC CIK 0002128243 0.201 104 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Demars Financial Group, LLC CIK 0001723115 0.575 113 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.4 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Monte Financial Group, LLC CIK 0001755651 0.166 102 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partnership Wealth Management, LLC CIK 0002010656 0.561 67 0.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.3 0.2% 4 -0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.2 pp -0.2 pp -0.5 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.1 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆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
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 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 -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 +0.0 pp -0.1 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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 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
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 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 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.6 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 +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 0.259 73 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.5 pp -0.5 pp -1.2 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -1.3 pp -1.3 pp -1.2 pp -1.4 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 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
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 FHLC). Qtrs Held counts distinct quarters this fund has actually held FHLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FHLC position size. Δ columns are the percentage-point change in FHLC'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