Signals

← Signals

☆IBDR

449 in-universe funds with a nonzero position in IBDR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#193
Score / z1.040 / 1.56
Consensus179.50 over 321 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 ▾
☆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 224.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 90.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 87.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 87.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 86.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 43.8 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 43.0 27.6% 2 -0.6 pp +27.6 pp +27.6 pp +27.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 36.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 33.2 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 32.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 31.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 28.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 27.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 26.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 26.0 17.8% 2 -4.2 pp +17.8 pp +17.8 pp +17.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 22.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.6 0.0% 2 -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 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 19.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 18.1 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 17.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 17.4 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 17.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 16.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 16.6 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 16.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 15.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.7 0.0% 3 -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 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 14.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 13.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 12.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 11.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 11.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 10.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 10.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 10.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 10.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 10.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 9.8 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 9.7 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 8.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 8.1 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.446 137 8.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 7.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 7.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 7.4 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 7.3 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 7.1 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 6.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 6.3 5.1% 2 -1.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 6.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.365 92 5.8 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 5.8 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.7 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 5.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 4.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 4.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 4.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 4.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 3.9 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 3.8 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.7 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 3.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.6 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 3.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 2.9 1.8% 1 +1.8 pp +0.3 pp +0.6 pp +1.8 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 2.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 2 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co of Kansas CIK 0001803988 0.543 59 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 -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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Cypress Capital Management, LLC CIK 0002022614 0.622 29 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 +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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 0.0 0.0% 0 -1.6 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
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -0.4 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
☆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
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.0 0.0% 0 -0.1 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 IBDR). Qtrs Held counts distinct quarters this fund has actually held IBDR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDR position size. Δ columns are the percentage-point change in IBDR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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