Signals

← Signals

☆FNDF

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

Flow ranking

Rank#215
Score / z1.110 / 0.99
Consensus313.56 over 584 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 6,998.5 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 707.7 1.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 452.4 2.9% 4 +0.3 pp +0.4 pp +0.3 pp +2.9 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 407.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 336.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 289.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 197.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 174.7 3.7% 4 +0.2 pp +0.7 pp -3.8 pp +3.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 152.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 148.2 22.0% 3 +1.4 pp +2.1 pp +22.0 pp +22.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 142.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 133.3 15.3% 2 +2.2 pp +15.3 pp +15.3 pp +15.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 130.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 126.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 119.5 6.2% 4 +0.2 pp +0.4 pp +0.3 pp +6.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 102.6 0.1% 4 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 84.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 80.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 73.9 4.0% 4 +1.3 pp +1.5 pp +1.4 pp +4.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 73.0 1.7% 4 +0.1 pp -0.8 pp -0.9 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 67.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 66.1 7.0% 4 +0.7 pp +1.2 pp +1.5 pp +7.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 57.8 15.8% 4 +0.2 pp +1.1 pp -0.5 pp +15.8 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 57.6 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 55.8 5.4% 4 +0.9 pp +1.1 pp +1.9 pp +5.4 pp
☆Trust Co CIK 0001632554 0.769 908 55.7 5.2% 4 +0.3 pp +0.2 pp +0.1 pp +5.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 54.1 7.1% 4 +0.3 pp +0.2 pp +0.4 pp +7.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 52.4 0.4% 6 +0.0 pp +0.0 pp +0.4 pp -0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 52.2 3.8% 4 +0.4 pp +0.5 pp +0.5 pp +3.8 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 51.5 6.9% 4 +0.3 pp +0.8 pp +1.1 pp +6.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 50.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 50.4 3.3% 4 +0.2 pp +0.3 pp +0.4 pp +3.3 pp
☆Verde Capital Management CIK 0001802891 0.578 80 48.6 10.4% 4 +0.9 pp +1.4 pp +2.0 pp +10.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 44.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 44.2 8.7% 4 +0.1 pp +0.3 pp +0.4 pp +8.7 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 42.8 5.3% 4 +0.5 pp +0.8 pp +0.9 pp +5.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 39.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 39.1 8.6% 4 +0.6 pp +0.8 pp +0.8 pp +8.6 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 38.6 2.9% 4 -0.2 pp -0.1 pp -0.6 pp +2.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 38.0 1.4% 4 +0.3 pp +0.4 pp +0.4 pp +1.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 37.7 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 37.2 5.3% 4 +0.1 pp +0.3 pp +0.3 pp +5.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 35.9 1.5% 4 +0.2 pp +0.2 pp +0.3 pp +1.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 35.5 1.1% 4 +0.1 pp +0.3 pp +0.1 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 34.9 6.0% 4 +0.5 pp +0.6 pp +0.9 pp +6.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 32.0 6.3% 4 +0.5 pp +0.3 pp +0.3 pp +6.3 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 31.5 4.9% 4 +0.0 pp +0.2 pp +0.2 pp +4.9 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 31.3 1.6% 4 -0.2 pp -0.1 pp -0.1 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 30.5 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 29.4 8.7% 4 +0.1 pp +0.0 pp +0.6 pp +8.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 29.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 28.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 28.4 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 27.5 7.9% 4 +0.2 pp +0.5 pp +0.5 pp +7.9 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 27.1 9.2% 4 +0.6 pp +1.1 pp +1.5 pp +9.2 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 27.1 3.1% 4 +0.5 pp +0.7 pp +0.7 pp +3.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 26.4 4.5% 4 +1.0 pp +2.1 pp +3.3 pp +4.5 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 25.0 2.7% 4 +0.0 pp +0.1 pp +0.1 pp +2.7 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 24.8 5.7% 4 -0.2 pp +1.0 pp +1.4 pp +5.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 24.1 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 23.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 23.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 22.7 6.1% 4 -0.1 pp -0.2 pp -0.0 pp +6.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 22.3 9.4% 4 +0.5 pp +1.4 pp +1.3 pp +9.4 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 21.4 4.4% 2 +0.3 pp +4.4 pp -1.2 pp +4.4 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 20.7 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 20.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 20.3 2.3% 4 +0.2 pp +0.3 pp +0.3 pp +2.3 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 20.2 7.8% 4 +0.7 pp +0.8 pp +1.0 pp +7.8 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 20.1 9.8% 3 +1.5 pp +6.0 pp +9.8 pp +9.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 19.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 19.5 3.7% 4 +0.2 pp +0.3 pp +0.3 pp +3.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 19.1 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 18.9 3.7% 4 +0.1 pp +0.1 pp +0.1 pp +3.7 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 18.8 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 18.1 1.5% 4 -0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 17.9 3.3% 4 +0.0 pp +0.0 pp +0.0 pp +3.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 16.9 0.2% 4 +0.0 pp -0.2 pp -0.3 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 16.7 1.9% 4 +0.2 pp +0.3 pp +0.5 pp +1.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 16.4 1.5% 4 -0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 15.9 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 14.7 3.8% 4 +1.0 pp +1.2 pp +1.6 pp +3.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 14.2 1.5% 4 +0.1 pp +0.2 pp +0.2 pp +1.5 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 13.9 2.6% 4 +0.3 pp +0.3 pp +0.4 pp +2.6 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 13.8 1.8% 4 -0.2 pp -0.1 pp -0.2 pp +1.8 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 13.7 2.2% 4 +0.3 pp +0.4 pp +0.5 pp +2.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 13.7 2.6% 4 +0.4 pp +0.6 pp +0.5 pp +2.6 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 13.5 3.9% 4 +0.6 pp +0.7 pp +1.0 pp +3.9 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 13.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 13.2 3.0% 4 +0.2 pp +0.4 pp +0.4 pp +3.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 13.1 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 12.9 6.3% 4 +1.5 pp +2.3 pp +2.1 pp +6.3 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 12.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 12.1 3.7% 4 +0.1 pp +0.2 pp +0.1 pp +3.7 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 11.9 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 11.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 11.8 1.5% 4 +0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 11.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 11.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 10.9 7.2% 4 +0.1 pp +0.0 pp +0.1 pp +7.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 10.9 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 10.6 5.0% 4 +0.2 pp +0.1 pp -0.9 pp +5.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 10.6 3.8% 4 +2.0 pp +2.2 pp +2.1 pp +3.8 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 10.6 0.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 10.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 10.4 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.0 1.0% 4 +0.1 pp +0.6 pp +0.6 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 10.0 4.2% 5 +1.1 pp +2.7 pp +1.6 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 10.0 1.4% 4 +0.2 pp +0.3 pp +0.2 pp +1.4 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 9.9 1.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.7 0.6% 4 -0.6 pp -0.7 pp -0.7 pp +0.6 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 9.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 9.4 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 9.4 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 9.3 3.0% 3 +0.4 pp +1.0 pp +3.0 pp +3.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 9.2 4.4% 4 +0.8 pp +1.0 pp +1.0 pp +4.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.9 4.1% 4 +0.0 pp +0.2 pp +0.1 pp +4.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 8.8 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 8.7 5.0% 5 +1.2 pp +2.2 pp +3.3 pp +3.8 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 8.6 1.8% 4 +0.3 pp +0.2 pp +0.1 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.4 0.2% 4 -0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 8.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.6 3.0% 4 +0.4 pp +0.7 pp +0.9 pp +3.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 7.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 7.3 4.0% 4 -0.4 pp +0.6 pp +1.0 pp +4.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 7.3 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 7.0 3.0% 4 -0.0 pp -0.0 pp -0.1 pp +3.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 6.8 4.4% 4 +0.4 pp +0.0 pp +0.5 pp +4.4 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 6.8 1.9% 4 -0.0 pp -0.1 pp -0.3 pp +1.9 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 6.8 3.4% 4 +2.4 pp +2.7 pp +2.7 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.7 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 6.6 5.3% 4 +1.1 pp +0.3 pp +1.1 pp +5.3 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 6.5 3.5% 4 +0.7 pp +0.4 pp -0.0 pp +3.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.5 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.5 1.5% 4 +0.3 pp +0.4 pp +0.4 pp +1.5 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 6.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 6.0 2.8% 4 +0.2 pp +0.2 pp +0.2 pp +2.8 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 5.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.7 0.4% 4 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 5.6 1.0% 4 +0.2 pp +0.2 pp +0.3 pp +1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 5.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 5.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.0 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 5.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.9 1.0% 4 +0.4 pp +0.6 pp +0.7 pp +1.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 4.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 4.7 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.4 1.1% 4 -0.5 pp -0.5 pp -0.6 pp +1.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 4.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 4.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.2 1.6% 4 +0.1 pp +0.0 pp +0.1 pp +1.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.1 2.7% 4 +0.3 pp +0.5 pp +0.7 pp +2.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 4.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 3.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 3.8 1.2% 4 +0.0 pp +0.1 pp +0.0 pp +1.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.7 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 3.7 1.2% 3 +0.4 pp +0.4 pp +1.2 pp +1.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.6 1.8% 4 +0.0 pp +0.1 pp +0.0 pp +1.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.5 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.5 0.7% 1 +0.7 pp +0.1 pp +0.5 pp +0.7 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 3.4 0.8% 4 +0.2 pp +0.2 pp +0.6 pp +0.8 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 3.3 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 3.2 0.4% 2 -0.1 pp +0.4 pp -0.1 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.2 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 3.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 3.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.0 0.6% 4 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 2.9 1.8% 4 +0.4 pp +0.5 pp +0.5 pp +1.8 pp
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☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.6 0.3% 4 -0.1 pp +0.2 pp +0.1 pp +0.3 pp
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☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.6 0.8% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Haven Private, LLC CIK 0002053665 0.242 171 2.4 1.0% 4 -0.0 pp +0.0 pp +0.1 pp +1.0 pp
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☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 2.3 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 2.3 0.8% 4 -0.3 pp -0.4 pp -0.4 pp +0.8 pp
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☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 2.1 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 2.1 1.6% 4 +0.5 pp +0.4 pp +0.4 pp +1.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.0 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.9 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.9 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆Directional Asset Management CIK 0002105817 0.159 83 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Creekside Partners CIK 0002035951 0.343 193 1.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -1.3 pp -1.2 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.3 pp -1.3 pp -1.2 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.3 pp -0.3 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
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 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
☆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
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -1.7 pp -1.5 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
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -4.3 pp -4.0 pp -3.9 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.1 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
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +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 -0.1 pp -0.1 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆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
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp -3.8 pp -3.8 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.6 pp -0.5 pp -0.4 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -1.1 pp -0.6 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 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 -0.1 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 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
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 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 +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 -0.2 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
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 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
☆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
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
☆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
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 FNDF). Qtrs Held counts distinct quarters this fund has actually held FNDF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNDF position size. Δ columns are the percentage-point change in FNDF'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