Signals

← Signals

☆IDEV

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

Flow ranking

Rank#306
Score / z0.784 / 0.69
Consensus277.62 over 497 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 4,147.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,095.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,595.6 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,384.0 0.8% 4 +0.3 pp +0.3 pp +0.5 pp +0.8 pp
☆BANK OF KOREA CIK 0001965704 0.975 4 1,170.3 28.3% 1 +28.3 pp +28.3 pp +28.3 pp +28.3 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 1,110.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,099.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,039.6 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 476.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 464.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 456.2 0.6% 4 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 339.7 3.8% 4 -0.2 pp -0.8 pp -2.0 pp +3.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 315.6 3.2% 4 -0.4 pp -0.4 pp -0.0 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 294.6 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 275.3 1.3% 4 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bank of Finland CIK 0001844891 0.971 4 271.9 19.9% 4 +1.3 pp -9.9 pp -10.2 pp +19.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 259.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 257.8 6.6% 4 -0.0 pp -0.2 pp -0.3 pp +6.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 255.1 2.3% 2 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 217.1 4.5% 4 +0.0 pp +3.2 pp +0.5 pp +4.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 168.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 153.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 151.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 143.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 139.4 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 135.8 6.0% 4 -1.4 pp -1.7 pp -1.7 pp +6.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 122.4 1.4% 4 +0.3 pp +0.2 pp +0.2 pp +1.4 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 116.3 4.5% 4 -0.1 pp +0.0 pp -0.0 pp +4.5 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 114.6 14.1% 4 -0.4 pp -0.2 pp -0.4 pp +14.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 107.8 0.7% 2 -0.1 pp +0.7 pp -0.4 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 107.1 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 107.0 5.3% 4 +5.2 pp +5.2 pp +4.4 pp +5.3 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 91.2 7.2% 4 +0.4 pp +0.8 pp +0.4 pp +7.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 78.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 77.4 2.9% 4 +0.5 pp +0.7 pp +0.7 pp +2.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 75.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 64.8 1.9% 4 -0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 63.7 3.8% 4 +0.1 pp -0.5 pp +0.3 pp +3.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 56.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 55.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 54.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 53.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 52.5 8.5% 4 -0.6 pp -0.1 pp -0.4 pp +8.5 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 50.7 5.1% 4 -0.2 pp -1.3 pp -1.3 pp +5.1 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 50.6 12.9% 4 -1.3 pp -3.0 pp -4.0 pp +12.9 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 50.3 8.9% 4 +0.0 pp -0.1 pp +0.0 pp +8.9 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 47.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 46.7 4.7% 4 +0.2 pp +0.6 pp +0.6 pp +4.7 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 45.9 3.0% 4 +0.5 pp +1.2 pp +1.4 pp +3.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 41.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 40.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 40.9 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 37.9 9.2% 4 +0.4 pp +0.4 pp +0.3 pp +9.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 37.4 4.1% 4 +0.0 pp +0.0 pp -0.0 pp +4.1 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 36.9 4.7% 4 +0.2 pp +0.3 pp +0.9 pp +4.7 pp
☆DDFG, Inc CIK 0001967640 0.535 91 35.4 7.6% 4 +0.4 pp +0.4 pp +1.0 pp +7.6 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 35.0 10.7% 4 +0.8 pp +0.9 pp +1.0 pp +10.7 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 34.3 14.1% 6 -0.5 pp -0.7 pp +0.5 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 33.1 10.4% 4 +1.8 pp +1.7 pp +2.6 pp +10.4 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 31.7 16.5% 4 -0.7 pp +2.5 pp +1.5 pp +16.5 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 31.0 6.7% 4 +0.2 pp +1.6 pp +1.6 pp +6.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 30.6 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 30.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 28.6 3.5% 4 +0.1 pp +0.0 pp +0.2 pp +3.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 27.4 1.7% 4 +0.2 pp +0.1 pp -0.1 pp +1.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 25.2 1.9% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 24.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 23.4 0.4% 4 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 23.3 5.2% 4 +0.4 pp +0.1 pp -0.2 pp +5.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 23.2 8.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 22.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 22.3 8.4% 4 +0.9 pp +0.0 pp +0.5 pp +8.4 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 22.0 6.0% 4 +0.1 pp +0.0 pp -0.8 pp +6.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 21.6 1.1% 4 +0.0 pp +0.1 pp +0.3 pp +1.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 20.6 2.8% 4 +0.1 pp +0.3 pp +0.5 pp +2.8 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 20.4 4.1% 4 +0.1 pp +0.1 pp +0.1 pp +4.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 20.4 3.1% 4 +0.1 pp +0.5 pp +0.4 pp +3.1 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 20.3 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 20.2 2.5% 4 +0.1 pp +0.1 pp +0.0 pp +2.5 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 20.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 20.0 2.1% 4 -0.0 pp -0.1 pp -0.4 pp +2.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 19.7 0.8% 4 +0.0 pp +0.3 pp +0.3 pp +0.8 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 18.8 3.7% 4 +0.2 pp +0.4 pp +0.4 pp +3.7 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 18.8 1.8% 4 -0.1 pp -0.0 pp -0.1 pp +1.8 pp
☆Oak Root LLC CIK 0002027377 0.950 10 18.5 2.3% 4 +0.5 pp +0.4 pp +0.4 pp +2.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 18.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 17.8 1.8% 4 +0.1 pp +0.1 pp +0.0 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.3 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 16.0 4.4% 4 +0.1 pp +0.2 pp +0.1 pp +4.4 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 15.9 2.4% 4 +0.4 pp +0.8 pp +0.9 pp +2.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.7 0.1% 6 -0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 15.6 4.6% 4 +0.5 pp +0.6 pp +0.3 pp +4.6 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 15.5 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 15.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 14.9 4.8% 1 +4.8 pp +0.0 pp -0.3 pp +4.8 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 14.9 5.8% 4 +0.0 pp -0.1 pp +0.3 pp +5.8 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 14.6 9.8% 4 -0.1 pp +0.6 pp +1.1 pp +9.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 13.7 0.8% 4 +0.1 pp +0.5 pp +0.7 pp +0.8 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 13.3 2.8% 2 +1.6 pp +2.8 pp +2.8 pp +2.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 13.2 6.5% 4 +0.2 pp +0.3 pp +0.8 pp +6.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 13.2 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 12.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 12.4 1.4% 2 -0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 12.3 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 12.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Friday Financial CIK 0002048792 0.653 108 12.3 4.2% 4 +0.0 pp +0.1 pp +0.0 pp +4.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 11.5 3.9% 4 +0.3 pp +0.2 pp +0.1 pp +3.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 11.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 11.1 6.9% 4 -0.7 pp -0.6 pp +1.6 pp +6.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 10.8 1.4% 4 -0.1 pp -0.3 pp -0.4 pp +1.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 10.7 1.8% 4 +0.1 pp +0.2 pp +0.3 pp +1.8 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 10.7 1.1% 3 -0.3 pp -0.2 pp +1.1 pp +1.1 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 10.3 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 10.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 10.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.0 0.4% 5 +0.0 pp -0.0 pp -0.4 pp -0.1 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 10.0 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 9.7 2.5% 4 +0.3 pp +0.5 pp +0.4 pp +2.5 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 9.6 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 9.5 3.0% 2 +2.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.4 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 9.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 9.1 3.9% 5 -0.6 pp -0.0 pp -0.1 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.0 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.6 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 8.3 4.3% 6 +0.1 pp +0.3 pp +0.9 pp +0.5 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 8.3 3.6% 3 +0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 8.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 8.2 1.1% 4 -0.2 pp -0.2 pp -0.2 pp +1.1 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 8.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 8.0 3.1% 4 +0.0 pp +0.0 pp +0.0 pp +3.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 7.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 7.7 4.1% 4 -0.2 pp -0.4 pp -0.8 pp +4.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 7.6 4.3% 4 +0.6 pp +0.6 pp +0.5 pp +4.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 7.4 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.2 3.3% 6 -0.1 pp -0.3 pp -0.6 pp -0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 7.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 7.2 2.9% 4 +0.1 pp -0.2 pp -0.4 pp +2.9 pp
☆David J Yvars Group CIK 0001836266 0.505 105 7.1 4.0% 4 +0.2 pp +0.5 pp +0.3 pp +4.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.9 4.7% 4 +0.0 pp +0.1 pp -0.2 pp +4.7 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 6.8 1.1% 4 -0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.8 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 6.8 2.7% 4 +0.0 pp +0.1 pp +0.2 pp +2.7 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 6.7 4.0% 4 +0.5 pp +0.4 pp +0.3 pp +4.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.7 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 6.7 2.5% 4 +1.1 pp +1.2 pp +0.8 pp +2.5 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LTS Liquid Investments LLC CIK 0001973154 0.580 8 6.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 6.4 1.9% 4 +0.0 pp -0.0 pp -0.0 pp +1.9 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 6.3 2.7% 3 +0.2 pp +0.3 pp +2.7 pp +2.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 6.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.9 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 5.7 3.4% 4 -0.2 pp -0.2 pp -0.4 pp +3.4 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 5.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 5.6 2.7% 4 +0.1 pp +0.4 pp +1.0 pp +2.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.5 3.5% 4 -0.1 pp -0.4 pp -0.2 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 5.3 3.9% 2 +0.8 pp +3.9 pp +3.9 pp +3.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 5.1 2.8% 4 +0.2 pp +0.3 pp +0.6 pp +2.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 4.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 4.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 4.6 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 4.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.4 1.9% 4 +0.3 pp +0.4 pp +0.4 pp +1.9 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 4.3 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 4.2 2.4% 4 +0.4 pp +0.7 pp +0.9 pp +2.4 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 4.1 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 4.0 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 3.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 3.8 1.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 3.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 3.5 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 3.3 1.9% 4 +0.0 pp +0.1 pp +0.1 pp +1.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.2 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
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☆Resolute Advisors LLC CIK 0001800217 0.229 81 3.0 1.2% 4 +0.3 pp +0.5 pp +0.6 pp +1.2 pp
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☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.6 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FWG Investments, LLC. CIK 0001944877 0.127 116 2.3 1.5% 6 -0.2 pp -0.3 pp -0.6 pp -1.5 pp
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☆FC Advisory LLC CIK 0001683754 0.633 118 2.3 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
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☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 1.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Evensky & Katz LLC CIK 0001357867 0.914 72 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.4 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.4 0.5% 1 +0.5 pp +0.5 pp +0.3 pp +0.5 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.4 0.0% 4 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 1.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 1.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 1.2 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.1 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 1.1 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Human Investing LLC CIK 0001767513 0.861 105 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 1.0 0.7% 4 +0.4 pp +0.3 pp +0.3 pp +0.7 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.9 0.6% 3 +0.2 pp +0.0 pp +0.6 pp +0.6 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.9 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
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☆ARWA LLC CIK 0002113621 0.167 139 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
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☆Rossmore Private Capital CIK 0001733082 0.520 340 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Matisse Capital CIK 0001668256 0.148 158 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 0.8 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
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☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.8 0.3% 4 -0.0 pp -0.6 pp -0.6 pp +0.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.7 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.7 0.4% 4 +0.1 pp +0.1 pp -0.1 pp +0.4 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.7 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 0.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.7 0.6% 4 -0.0 pp -0.5 pp -0.6 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 0.7 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.6 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Balefire, LLC CIK 0001750924 0.097 475 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Choate Investment Advisors CIK 0001399794 0.922 472 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 4 -0.2 pp +0.0 pp -0.2 pp +0.1 pp
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☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.4 pp -2.2 pp -2.3 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -7.0 pp -7.0 pp -6.3 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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 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 IDEV). Qtrs Held counts distinct quarters this fund has actually held IDEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEV position size. Δ columns are the percentage-point change in IDEV'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