Signals

← Signals

☆MUNI

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

Flow ranking

Rank#20121
Score / z0.000 / -0.00
Consensus144.38 over 264 funds
Momentumnot computed

Price & positioning

226 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 155.5 0.0% 4 +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 146.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 94.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 90.9 0.0% 2 -0.0 pp +0.0 pp +0.0 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 65.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 38.5 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 28.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 23.1 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 23.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 21.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 18.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 16.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 16.0 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 15.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 15.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.2 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 13.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 12.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.7 0.0% 2 +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 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 10.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 9.6 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 9.6 4.6% 2 -1.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 9.3 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 9.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 8.8 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.8 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 7.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.4 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 6.7 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 6.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 5.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 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
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 5.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 5.4 4.1% 3 +2.4 pp +1.5 pp +4.1 pp +4.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 5.1 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 4.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 4.5 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 4.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 4.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 3.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.8 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 3.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 3.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 3.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 3.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cercano Management LLC CIK 0001936416 0.054 133 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.0 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 3.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.8 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.8 1.4% 4 -0.0 pp +0.4 pp +0.5 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 2.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 2.4 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 1.7 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Premier Financial Group CIK 0001989061 0.418 234 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 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
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -2.2 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 MUNI). Qtrs Held counts distinct quarters this fund has actually held MUNI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MUNI position size. Δ columns are the percentage-point change in MUNI'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