Signals

← Signals

☆FNDX

782 in-universe funds with a nonzero position in FNDX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#96
Score / z2.013 / 2.85
Consensus287.40 over 516 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+3% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 11,249.8 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 582.1 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 249.8 11.4% 3 +0.1 pp +0.3 pp +11.4 pp +11.4 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 248.3 29.2% 3 -3.2 pp +1.9 pp +29.2 pp +29.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 231.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 225.6 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 218.5 4.4% 3 -0.0 pp -0.0 pp +4.4 pp +4.4 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 166.3 7.1% 3 +0.1 pp +0.0 pp +7.1 pp +7.1 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 142.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 140.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 140.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 127.0 17.1% 3 -0.1 pp -0.2 pp +17.1 pp +17.1 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 111.4 21.5% 3 -4.0 pp -3.5 pp +21.5 pp +21.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 102.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 95.0 2.1% 3 -1.1 pp -1.0 pp +2.1 pp +2.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 85.5 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 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 85.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 84.6 5.6% 3 +0.1 pp +0.3 pp +5.6 pp +5.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 72.1 5.6% 3 -0.1 pp -0.2 pp +5.6 pp +5.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 68.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 67.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 64.8 19.8% 3 -0.1 pp +0.1 pp +19.8 pp +19.8 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 64.1 9.2% 3 +0.0 pp -0.1 pp +9.2 pp +9.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 63.2 8.5% 3 +0.7 pp +0.1 pp +8.5 pp +8.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 57.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.0 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 55.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 54.8 8.7% 3 -0.2 pp -0.3 pp +8.7 pp +8.7 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 53.5 5.9% 3 +0.2 pp -4.6 pp +5.9 pp +5.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 52.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 49.9 10.9% 3 +0.0 pp -0.3 pp +10.9 pp +10.9 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 49.6 15.4% 3 +0.4 pp +1.1 pp +15.4 pp +15.4 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 46.7 23.0% 3 -0.1 pp -0.5 pp +23.0 pp +23.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 44.2 6.9% 3 +6.9 pp -0.9 pp +6.9 pp +6.9 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 42.9 5.9% 3 +0.5 pp +0.7 pp +5.9 pp +5.9 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 40.3 7.3% 3 +0.1 pp +0.2 pp +7.3 pp +7.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 37.2 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 36.6 5.4% 3 -0.0 pp -0.0 pp +5.4 pp +5.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 36.6 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 36.3 20.5% 3 +0.5 pp +0.4 pp +20.5 pp +20.5 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 35.8 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 30.2 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 28.6 9.2% 3 -0.5 pp -0.8 pp +9.2 pp +9.2 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 28.2 3.6% 3 -0.0 pp +1.4 pp +3.6 pp +3.6 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 27.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 26.3 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 25.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 25.2 5.3% 3 +0.1 pp +0.5 pp +5.3 pp +5.3 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 25.0 15.0% 3 -2.3 pp -1.4 pp +15.0 pp +15.0 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 25.0 8.2% 3 -0.2 pp -0.3 pp +8.2 pp +8.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 24.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 24.9 3.4% 3 +1.4 pp +0.6 pp +3.4 pp +3.4 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 24.7 4.5% 3 +0.0 pp +0.0 pp +4.5 pp +4.5 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 23.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 23.7 4.5% 3 +0.3 pp +0.3 pp +4.5 pp +4.5 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 23.0 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 22.8 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 22.1 11.1% 3 +0.2 pp +11.1 pp +11.1 pp +11.1 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 21.6 8.5% 3 -0.1 pp +1.2 pp +8.5 pp +8.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 21.2 1.3% 3 +1.2 pp +1.2 pp +1.3 pp +1.3 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 20.9 4.4% 3 +0.1 pp +0.0 pp +4.4 pp +4.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 20.5 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 20.3 6.6% 3 -0.1 pp -0.1 pp +6.6 pp +6.6 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 20.1 7.1% 3 +0.0 pp +0.0 pp +7.1 pp +7.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 19.5 10.9% 3 +2.4 pp +3.6 pp +10.9 pp +10.9 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 19.2 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 18.3 5.0% 3 +2.2 pp +2.2 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 17.8 9.4% 4 +0.2 pp -0.3 pp -1.1 pp +9.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 17.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 17.0 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 16.6 6.5% 3 +0.2 pp -0.7 pp +6.5 pp +6.5 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 16.0 3.8% 3 +0.1 pp +0.2 pp +3.8 pp +3.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 16.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 15.6 8.0% 3 +6.6 pp +6.5 pp +8.0 pp +8.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 15.6 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 15.1 4.2% 3 +0.2 pp -0.2 pp +4.2 pp +4.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 15.0 2.8% 4 +0.0 pp +0.2 pp +0.3 pp +2.8 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 14.9 8.4% 3 +0.1 pp +0.3 pp +8.4 pp +8.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.4 0.0% 3 -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 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 13.4 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 13.2 1.5% 3 -0.2 pp +0.8 pp +1.5 pp +1.5 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 13.0 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 12.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 12.8 1.3% 3 +0.2 pp +0.5 pp +1.3 pp +1.3 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 12.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 12.5 4.5% 3 +0.2 pp +0.2 pp +4.5 pp +4.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 11.8 3.5% 3 +0.0 pp -0.0 pp +3.5 pp +3.5 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 11.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 11.4 8.6% 3 +0.3 pp -0.0 pp +8.6 pp +8.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 11.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 11.1 5.2% 3 +0.1 pp +0.2 pp +5.2 pp +5.2 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 11.1 7.1% 3 -0.2 pp -0.2 pp +7.1 pp +7.1 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 10.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆American Trust CIK 0001905128 0.729 334 10.7 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 10.5 3.0% 3 +0.3 pp +0.3 pp +3.0 pp +3.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 10.4 6.3% 3 +0.1 pp +0.1 pp +6.3 pp +6.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 10.2 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 10.0 5.6% 3 -0.0 pp +0.1 pp +5.6 pp +5.6 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 9.6 5.7% 3 +0.2 pp +0.2 pp +5.7 pp +5.7 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.6 1.8% 3 +1.3 pp +1.0 pp +1.8 pp +1.8 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 9.6 6.5% 3 -0.2 pp -0.1 pp +6.5 pp +6.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.2 2.1% 3 +0.4 pp +0.4 pp +2.1 pp +2.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.1 4.3% 3 +3.7 pp +3.7 pp +4.3 pp +4.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.1 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 9.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 8.8 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 8.5 4.2% 3 -0.1 pp -0.4 pp +4.2 pp +4.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 8.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 8.2 3.4% 3 +0.2 pp +0.2 pp +3.4 pp +3.4 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 7.7 3.5% 3 -0.0 pp +0.3 pp +3.5 pp +3.5 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 7.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 7.6 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.4 0.3% 4 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 7.3 1.0% 3 +0.6 pp +0.7 pp +1.0 pp +1.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 7.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 7.0 3.0% 3 +0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 6.7 3.7% 3 -0.7 pp -0.9 pp +3.7 pp +3.7 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 6.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 6.4 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 6.3 1.9% 3 +0.8 pp -0.1 pp +1.9 pp +1.9 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 6.2 5.2% 3 +0.4 pp +1.2 pp +5.2 pp +5.2 pp
☆Avant Capital LLC CIK 0001653443 0.369 86 6.2 4.2% 3 +0.1 pp +0.0 pp +4.2 pp +4.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 6.0 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 5.8 3.4% 3 -0.1 pp -0.0 pp +3.4 pp +3.4 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 5.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.1 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 4.9 3.4% 3 -0.4 pp -0.8 pp +3.4 pp +3.4 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 4.9 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.9 2.9% 3 +0.1 pp +0.0 pp +2.9 pp +2.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 4.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.6 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 4.5 0.7% 1 +0.7 pp +0.3 pp +0.7 pp +0.7 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 4.3 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 4.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.2 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 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 4.1 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 4.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 3.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 3.9 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 3.8 2.7% 3 +0.1 pp +0.0 pp +2.7 pp +2.7 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 3.7 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.6 0.5% 3 -0.6 pp -1.0 pp +0.5 pp +0.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.6 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 3.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 3.5 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.3 0.0% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 3.3 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 3.3 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.2 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 3.1 1.0% 3 +0.3 pp +0.6 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.0 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 3.0 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 2.8 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 2.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 2.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 2.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 2.7 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.6 0.0% 3 +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 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 2.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.3 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 2.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 2.2 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 2.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.1 0.1% 3 -0.6 pp -0.6 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.1 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 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 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 2.0 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 1.9 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.8 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 1.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 1.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 1.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.7 1.1% 3 -0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 1.7 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.6 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 1.6 1.1% 3 +0.4 pp +0.4 pp +1.1 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.5 0.8% 3 -0.3 pp -0.2 pp +0.8 pp +0.8 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.5 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 1.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.4 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 FNDX). Qtrs Held counts distinct quarters this fund has actually held FNDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNDX position size. Δ columns are the percentage-point change in FNDX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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