Signals

← Signals

☆MINT

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

Flow ranking

Rank#24058
Score / z-0.198 / -0.30
Consensus229.63 over 442 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-56% / 1.0d

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,146.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 903.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 841.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 438.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 410.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 252.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 139.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 129.4 11.8% 2 -3.6 pp +11.8 pp +11.8 pp +11.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 108.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 94.0 6.4% 2 -3.3 pp +6.4 pp +6.4 pp +6.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 93.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 81.9 7.1% 2 +0.5 pp +7.1 pp +7.1 pp +7.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 79.1 10.4% 2 +0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 74.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 67.5 0.5% 2 -0.7 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 62.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 62.1 12.2% 2 -1.5 pp +12.2 pp +12.2 pp +12.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 54.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 54.3 2.0% 2 -1.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 54.2 7.5% 2 -1.3 pp +7.5 pp +7.5 pp +7.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 50.4 0.1% 2 -0.0 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 49.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 49.0 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 47.2 6.0% 2 -3.3 pp +6.0 pp +6.0 pp +6.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 41.9 7.2% 2 -0.5 pp +7.2 pp +7.2 pp +7.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 40.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 37.8 5.7% 2 -0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 33.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 33.6 1.2% 2 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 31.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 30.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 29.2 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 28.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gainplan LLC CIK 0001697857 0.087 60 28.3 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 24.1 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 23.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 20.6 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 20.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 20.4 8.9% 3 -1.4 pp -1.7 pp +8.9 pp +8.9 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 20.2 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 19.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 18.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 17.6 0.8% 2 -0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 17.5 4.5% 2 -0.3 pp +4.5 pp +4.5 pp +4.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 17.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 17.1 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 16.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 15.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 15.6 8.3% 2 -0.5 pp +8.3 pp +8.3 pp +8.3 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 15.4 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 15.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 15.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 13.2 3.1% 2 -1.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 12.5 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 11.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 11.3 4.8% 2 +0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 10.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 10.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 10.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 10.3 0.2% 1 +0.2 pp +0.2 pp -0.2 pp +0.2 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 10.3 4.7% 3 +0.1 pp -0.1 pp +4.7 pp +4.7 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 10.2 2.0% 2 -1.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 9.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 9.4 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 9.2 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 9.1 3.3% 2 +0.9 pp +3.3 pp +3.3 pp +3.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 9.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avion Wealth CIK 0001792704 0.773 1750 8.8 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 8.6 3.9% 2 -1.3 pp +3.9 pp +3.9 pp +3.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 8.3 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 8.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 8.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.9 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 7.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 7.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.9 4.5% 3 -0.8 pp -1.4 pp +4.5 pp +4.5 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 7.8 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 7.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 7.7 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 7.7 4.5% 2 -1.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 7.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 7.3 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 6.7 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.6 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 6.5 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 6.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 6.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 5.9 2.4% 2 -2.9 pp +2.4 pp +2.4 pp +2.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 5.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.6 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 5.5 3.5% 2 +1.4 pp +3.5 pp +3.5 pp +3.5 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 5.5 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 5.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 5.3 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 5.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 5.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 5.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 5.0 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
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☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 1.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.2 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
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☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Simmons Bank CIK 0001674486 0.467 369 1.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Essex Bank CIK 0001752212 0.260 318 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 1.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.1 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Concorde Financial Corp CIK 0001911822 0.418 26 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 2 -0.2 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 3 -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
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -6.9 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.6 pp -0.9 pp +0.0 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 -0.0 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
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 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
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 MINT). Qtrs Held counts distinct quarters this fund has actually held MINT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MINT position size. Δ columns are the percentage-point change in MINT'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