Signals

← Signals

☆ILCG

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

Flow ranking

Rank#1276
Score / z0.036 / 0.01
Consensus124.80 over 226 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 123.4 0.0% 4 -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 104.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 103.2 0.7% 4 -1.0 pp -1.1 pp -1.3 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 66.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 57.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 56.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 56.6 3.5% 4 -0.4 pp -0.7 pp -0.8 pp +3.5 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 53.3 8.7% 4 +0.6 pp +0.0 pp -0.4 pp +8.7 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 43.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 34.0 1.3% 4 -0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 33.2 4.1% 4 -1.7 pp -2.4 pp -1.0 pp +4.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 25.9 1.5% 4 -0.6 pp -0.9 pp -1.0 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 14.3 3.6% 4 -0.2 pp -0.8 pp -0.8 pp +3.6 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 13.6 2.4% 4 -0.8 pp -1.0 pp -0.9 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 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 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.5 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.2 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 9.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 8.7 1.7% 4 +0.1 pp +0.2 pp +0.4 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 7.0 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.7 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 6.1 1.0% 4 -0.0 pp -0.2 pp -0.3 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 5.7 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 5.0 3.5% 4 -0.5 pp -1.6 pp -1.5 pp +3.5 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 5.0 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 5.0 1.2% 1 +1.2 pp +1.1 pp +1.1 pp +1.2 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.7 2.3% 4 -0.3 pp -0.3 pp -0.2 pp +2.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 4.0 1.7% 1 +1.7 pp +1.7 pp +1.0 pp +1.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 3.9 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 3.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.6 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 3.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 3.3 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.1 1.5% 4 -0.3 pp -0.4 pp -0.9 pp +1.5 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 3.1 1.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 3.1 0.8% 4 -0.2 pp -0.2 pp -0.5 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.0 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 3.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 2.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 1 +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 2.6 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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.6 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 2.1 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.1 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 2.0 0.6% 4 -0.0 pp +0.6 pp -0.1 pp +0.6 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.9 0.8% 4 -0.1 pp -0.1 pp -0.6 pp +0.8 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.6 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.5 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.5 0.5% 4 -0.1 pp -0.2 pp -1.2 pp +0.5 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 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 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 1.3 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.3 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.0 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.0 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.9 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 0.9 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.8 0.3% 2 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.7 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 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.6 0.4% 4 +0.0 pp +0.1 pp -0.2 pp +0.4 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 0.4 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.1 0.0% 3 -0.0 pp -4.8 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.122 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 +0.0 pp -6.8 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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 -0.0 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 -0.1 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.5 pp -0.4 pp -0.1 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 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 -0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -3.5 pp -3.4 pp -2.6 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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
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 ILCG). Qtrs Held counts distinct quarters this fund has actually held ILCG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ILCG position size. Δ columns are the percentage-point change in ILCG'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