Signals

← Signals

☆FVD

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

Flow ranking

Rank#958
Score / z0.112 / 0.08
Consensus151.43 over 324 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 853.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 790.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 251.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 248.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 242.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 158.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 154.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 153.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 102.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 95.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 93.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 87.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 73.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 60.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 39.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 35.9 4.1% 4 +2.0 pp -0.5 pp -0.9 pp +4.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 29.0 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 26.0 3.6% 4 -0.3 pp -0.3 pp -0.8 pp +3.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 23.3 0.4% 4 -0.1 pp -0.3 pp -0.4 pp +0.4 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 23.2 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 22.7 2.5% 4 +0.2 pp +0.2 pp -0.1 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 21.3 0.8% 4 -0.3 pp -0.3 pp -0.6 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 19.5 1.9% 4 +0.0 pp +0.1 pp +0.0 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 18.4 9.1% 4 +0.6 pp +0.9 pp +1.1 pp +9.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.0 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 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.2 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 16.7 3.3% 4 +0.3 pp +0.2 pp -0.1 pp +3.3 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 15.3 3.4% 4 -0.1 pp -0.6 pp -1.0 pp +3.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 14.5 4.0% 4 -0.1 pp -0.3 pp -0.5 pp +4.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 13.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.2 0.1% 4 +0.0 pp +0.0 pp +0.0 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 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 11.8 6.4% 5 +0.3 pp +0.0 pp +0.5 pp -0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 11.0 4.1% 4 +0.1 pp -0.7 pp -0.7 pp +4.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.8 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.6 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 10.6 2.4% 4 -0.1 pp -0.2 pp -0.4 pp +2.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 9.9 2.9% 4 +0.2 pp +0.1 pp +0.2 pp +2.9 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 9.8 1.8% 4 -0.1 pp -0.3 pp -0.4 pp +1.8 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 9.6 1.2% 4 -0.7 pp -2.4 pp -2.5 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 8.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 8.4 3.7% 4 +0.1 pp +0.0 pp -0.3 pp +3.7 pp
☆Center for Wealth Management Advisory CIK 0002121390 0.325 62 8.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 8.1 3.5% 4 +0.3 pp +0.2 pp +0.2 pp +3.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.6 0.4% 4 -0.3 pp -0.3 pp -0.4 pp +0.4 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 7.5 1.6% 4 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.2 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 6.9 2.8% 4 +0.1 pp +0.1 pp +0.2 pp +2.8 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.8 1.8% 4 +0.2 pp -0.0 pp -0.2 pp +1.8 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 6.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 6.3 2.5% 4 +0.2 pp +0.1 pp +0.0 pp +2.5 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 6.3 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 6.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 5.5 2.5% 6 -0.1 pp -0.4 pp -0.6 pp -1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 5.2 1.0% 4 -0.0 pp -0.2 pp -0.1 pp +1.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 5.1 1.8% 4 -0.1 pp -0.4 pp -0.3 pp +1.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.9 4.3% 4 +0.1 pp +0.1 pp +0.0 pp +4.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.8 1.5% 4 +0.0 pp -0.0 pp -0.2 pp +1.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.8 0.4% 3 -0.4 pp -0.4 pp +0.4 pp +0.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 4.8 0.9% 4 -0.0 pp -0.6 pp -0.7 pp +0.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 4.6 0.8% 4 -0.2 pp -0.3 pp -0.4 pp +0.8 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 4.5 1.0% 4 -0.1 pp -0.2 pp -0.5 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.2 1.5% 4 +0.1 pp +0.1 pp -0.4 pp +1.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 4.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 4.2 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 4.1 0.6% 4 -0.3 pp +0.0 pp +0.0 pp +0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 4.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 4.0 1.4% 4 +0.2 pp +0.3 pp +0.2 pp +1.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.0 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 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.9 1.8% 4 -0.4 pp -0.6 pp -0.7 pp +1.8 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 3.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 3.8 1.9% 4 -0.0 pp -0.1 pp -0.9 pp +1.9 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 3.6 2.5% 4 -0.0 pp -0.2 pp +0.1 pp +2.5 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 3.5 1.2% 4 -0.0 pp -0.1 pp -1.0 pp +1.2 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.5 2.8% 4 +0.1 pp -0.1 pp -0.4 pp +2.8 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 3.5 0.5% 4 -0.0 pp -0.0 pp -0.4 pp +0.5 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 3.4 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 3.4 2.4% 4 -0.0 pp -0.3 pp -0.6 pp +2.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.3 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 3.2 0.8% 4 -1.8 pp -1.7 pp -1.2 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.2 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 2.7 1.2% 4 -0.2 pp -0.4 pp -1.1 pp +1.2 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.7 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 2.7 0.5% 4 -0.5 pp -0.6 pp -0.9 pp +0.5 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CLG LLC CIK 0002059872 0.428 156 2.6 0.6% 5 +0.0 pp -0.1 pp -1.1 pp -1.3 pp
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☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.5 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
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☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.3 0.6% 4 -2.1 pp -2.2 pp -4.0 pp +0.6 pp
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☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.2 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.1 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 2.1 1.7% 4 +0.0 pp +0.0 pp -0.1 pp +1.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.1 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 2.0 1.2% 4 +0.2 pp +0.1 pp -0.1 pp +1.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.0 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
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☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 1.9 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.9 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Sun Financial Inc CIK 0002067342 0.166 161 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.8 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.7 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.6 0.4% 1 +0.4 pp +0.2 pp +0.2 pp +0.4 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.5 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 1.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.4 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
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☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.4 0.6% 4 -0.0 pp -0.3 pp -0.3 pp +0.6 pp
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☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆tru Independence LLC CIK 0001785445 0.641 108 1.3 0.7% 4 +0.3 pp +0.3 pp +0.2 pp +0.7 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.3 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 1.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.2 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.2 0.8% 4 +0.0 pp -0.0 pp +0.2 pp +0.8 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.1 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 1.1 0.5% 4 -0.5 pp +0.1 pp +0.1 pp +0.5 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 1.1 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.0 0.1% 4 -0.1 pp -0.4 pp -0.6 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.0 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.9 0.4% 4 -0.0 pp -7.8 pp -8.3 pp +0.4 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.8 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 0.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 0.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.7 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.7 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.2 pp -0.3 pp -0.4 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 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
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 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
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆jvl associates llc CIK 0001915765 0.770 79 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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
☆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
☆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
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.1 pp -0.1 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
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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 -0.1 pp -0.0 pp -0.1 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.7 pp -0.4 pp -0.4 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -4.6 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 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
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.0 0.0% 0 -0.1 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
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FVD). Qtrs Held counts distinct quarters this fund has actually held FVD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FVD position size. Δ columns are the percentage-point change in FVD'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