Signals

← Signals

☆FRDM

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

Flow ranking

Rank#22279
Score / z-0.011 / -0.03
Consensus109.82 over 196 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 139.3 4.3% 4 +0.2 pp +0.6 pp +0.2 pp +4.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 117.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 99.6 7.7% 2 +1.1 pp +7.7 pp +7.7 pp +7.7 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 56.6 7.9% 4 -0.5 pp +0.4 pp +0.5 pp +7.9 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 47.0 2.7% 4 -0.5 pp -0.0 pp +0.0 pp +2.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 43.2 3.6% 4 -1.7 pp -1.0 pp -0.8 pp +3.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 41.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 36.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 33.7 2.5% 6 +1.7 pp +1.7 pp +1.6 pp +1.5 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 33.4 2.1% 4 +0.1 pp +0.3 pp +0.4 pp +2.1 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 32.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 31.9 6.7% 4 +0.4 pp +1.1 pp +1.1 pp +6.7 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 26.6 1.6% 4 -0.1 pp +0.0 pp +0.0 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 25.7 7.1% 4 -1.3 pp +0.1 pp +1.1 pp +7.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 21.4 1.6% 4 +0.3 pp +1.5 pp +0.3 pp +1.6 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 21.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.7 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 17.1 1.2% 4 +0.2 pp +0.4 pp +0.5 pp +1.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 16.2 3.0% 4 +0.1 pp +0.4 pp +0.4 pp +3.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 16.0 2.5% 4 -0.1 pp +0.2 pp +0.5 pp +2.5 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 16.0 5.6% 2 +0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 15.7 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.1 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 15.1 7.7% 4 -0.6 pp -0.4 pp -0.2 pp +7.7 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 14.1 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.6 0.4% 4 +0.0 pp +0.2 pp -0.1 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUHLENKAMP & CO INC CIK 0001133219 0.446 28 12.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 12.9 2.5% 5 +0.3 pp +0.6 pp +0.9 pp +2.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 12.6 2.2% 4 -0.3 pp -0.3 pp -0.4 pp +2.2 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 12.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 10.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 9.7 5.9% 4 -0.1 pp +0.5 pp +4.5 pp +5.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 9.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.6 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 9.4 2.3% 4 -0.0 pp +0.3 pp +0.3 pp +2.3 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 9.2 1.9% 4 -1.4 pp -1.1 pp -1.1 pp +1.9 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 8.8 0.5% 4 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 8.4 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 8.4 2.9% 4 +0.2 pp +0.4 pp +0.2 pp +2.9 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 8.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 8.0 0.8% 4 -0.2 pp -0.1 pp -0.1 pp +0.8 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 7.7 1.9% 4 +0.1 pp +0.3 pp +0.4 pp +1.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 7.5 3.1% 4 +0.0 pp +0.1 pp -0.1 pp +3.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 7.3 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 6.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 6.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 6.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 6.3 3.3% 4 +0.2 pp +0.5 pp +0.6 pp +3.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 6.2 3.1% 4 +0.9 pp +1.1 pp +1.3 pp +3.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.2 0.7% 4 +0.4 pp +0.0 pp +0.0 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 5.9 1.5% 4 +0.3 pp +0.7 pp +1.1 pp +1.5 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 5.8 4.3% 5 +0.2 pp +0.7 pp +1.0 pp +1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 5.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 5.4 2.6% 2 +1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 5.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 5.0 2.6% 4 -0.1 pp +0.3 pp +0.7 pp +2.6 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 4.9 1.4% 3 +0.5 pp +0.7 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 4.5 1.3% 3 +0.0 pp +0.3 pp +1.3 pp +1.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.4 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 4.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 4.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.9 0.7% 3 -0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 3.4 2.3% 4 +0.2 pp +0.4 pp +0.5 pp +2.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.9 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.6 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.6 0.3% 2 -0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 2.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 2.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 2.4 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.3 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 2.2 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 2.1 0.5% 3 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.9 1.7% 4 +0.1 pp +0.7 pp +0.7 pp +1.7 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.5 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.4 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GERBER, LLC CIK 0002014164 0.601 96 1.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.3 0.8% 3 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.9 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆South Shore Capital Advisors CIK 0001852993 0.165 154 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Financial LLC CIK 0002077046 0.158 37 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.5 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakeside Advisors, INC. CIK 0001913467 0.512 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 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 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 5 +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
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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 +0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 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
☆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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp -3.8 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
☆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
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -1.4 pp -1.2 pp -1.1 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FRDM). Qtrs Held counts distinct quarters this fund has actually held FRDM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FRDM position size. Δ columns are the percentage-point change in FRDM'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