Signals

← Signals

☆FMDE

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

Flow ranking

Rank#1048
Score / z0.085 / 0.06
Consensus121.45 over 216 funds
Momentumnot computed

Price & positioning

223 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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 752.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 438.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 352.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 207.6 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 121.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 114.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 104.7 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 73.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 71.2 0.1% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 68.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 66.2 1.7% 4 -0.3 pp -0.2 pp -0.3 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 65.1 0.0% 4 +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 47.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 46.7 10.1% 4 +1.5 pp +1.7 pp +0.8 pp +10.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 44.1 7.0% 4 +7.0 pp +7.0 pp +6.9 pp +7.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 42.4 2.0% 2 +0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 32.2 4.2% 4 +1.1 pp +1.2 pp +1.4 pp +4.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 27.7 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 27.4 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 21.6 5.7% 3 +0.0 pp +0.7 pp +5.7 pp +5.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 19.8 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 19.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 19.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 15.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 14.2 5.0% 4 +1.7 pp +2.7 pp +3.5 pp +5.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 13.8 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 12.8 1.6% 4 -0.1 pp -0.4 pp -0.5 pp +1.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 11.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 11.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 9.8 3.5% 4 -3.5 pp -3.6 pp +3.3 pp +3.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 9.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 7.9 4.4% 2 +1.1 pp +4.4 pp +4.4 pp +4.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 6.9 3.7% 4 -0.1 pp +0.1 pp +0.1 pp +3.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 6.5 3.4% 4 +0.1 pp +0.1 pp +0.2 pp +3.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 5.9 1.6% 4 +0.6 pp +1.0 pp +1.0 pp +1.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.9 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.4 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 4.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 4.2 2.1% 3 +0.2 pp -0.0 pp +2.1 pp +2.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.1 1.0% 4 -0.3 pp -0.4 pp -0.4 pp +1.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MOTCO CIK 0001306333 0.349 840 3.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 3.7 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 3.5 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 3.3 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 3.2 2.1% 4 +0.0 pp -0.1 pp -0.1 pp +2.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 2.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 2.7 0.9% 4 +0.4 pp +0.4 pp +0.6 pp +0.9 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 2.3 1.9% 4 +0.2 pp +0.5 pp +0.3 pp +1.9 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 2.2 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.9 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 1.7 0.9% 4 -0.2 pp -0.1 pp -0.2 pp +0.9 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 1.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 1.5 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.3 1.1% 3 +0.1 pp +0.4 pp +1.1 pp +1.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 1.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 1.1 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆First American Bank CIK 0001291422 0.677 205 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benin Management CORP CIK 0001352871 0.711 152 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 3 -1.0 pp -1.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.1 0.0% 2 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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
☆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
☆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
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 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
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 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 -0.2 pp -0.1 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.1 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
☆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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
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 FMDE). Qtrs Held counts distinct quarters this fund has actually held FMDE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FMDE position size. Δ columns are the percentage-point change in FMDE'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