Signals

← Signals

☆OEF

1025 in-universe funds with a nonzero position in OEF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#646
Score / z0.201 / 0.30
Consensus383.49 over 754 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+62% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3,573.4 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 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 2,274.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,411.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 892.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 852.8 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 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 801.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 684.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 415.2 0.0% 2 +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 373.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 321.4 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 285.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 269.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 255.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 251.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 244.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 236.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 235.7 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 180.7 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 179.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 168.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 150.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 147.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 140.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 140.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 138.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 127.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 120.3 5.2% 2 +2.4 pp +5.2 pp +5.2 pp +5.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 118.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 114.9 1.7% 2 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 94.4 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 81.8 21.6% 2 -0.1 pp +21.6 pp +21.6 pp +21.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 76.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 71.1 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 67.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 63.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 60.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 57.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 57.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 56.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 56.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 55.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 55.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 53.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 52.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 51.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 50.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 50.1 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 49.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 49.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 48.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 47.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 45.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 44.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 41.5 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 39.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 38.2 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 37.7 2.9% 2 +2.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 37.5 2.5% 2 +1.1 pp +2.5 pp +2.5 pp +2.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 36.7 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 36.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 35.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 34.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 33.3 11.5% 2 -0.1 pp +11.5 pp +11.5 pp +11.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 31.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 30.7 7.9% 2 -0.1 pp +7.9 pp +7.9 pp +7.9 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 29.8 2.8% 2 +1.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 29.7 3.8% 2 +1.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 29.6 21.2% 2 -0.5 pp +21.2 pp +21.2 pp +21.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 28.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 27.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 27.1 4.6% 2 +2.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 26.9 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 26.7 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 26.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 26.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.1 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 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 24.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.8 0.2% 4 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 24.7 2.1% 2 -1.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 24.4 6.3% 2 +0.9 pp +6.3 pp +6.3 pp +6.3 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 23.3 4.8% 2 +2.0 pp +4.8 pp +4.8 pp +4.8 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 23.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 22.7 7.7% 2 +1.8 pp +7.7 pp +7.7 pp +7.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 22.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 21.7 4.2% 2 +2.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 20.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.7 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 20.6 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 20.6 13.2% 2 -0.1 pp +13.2 pp +13.2 pp +13.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 20.6 5.3% 2 +1.6 pp +5.3 pp +5.3 pp +5.3 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 19.8 11.5% 2 -0.9 pp +11.5 pp +11.5 pp +11.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 19.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 19.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 19.4 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 19.2 13.1% 2 +3.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 19.1 3.1% 2 +0.8 pp +3.1 pp +3.1 pp +3.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 19.0 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 18.6 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 18.5 5.7% 2 +1.9 pp +5.7 pp +5.7 pp +5.7 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 18.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 18.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 17.8 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 17.3 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 17.3 3.1% 2 +1.7 pp +3.1 pp +3.1 pp +3.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 17.2 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 16.6 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 16.4 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 16.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 16.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 16.2 4.0% 2 +3.9 pp +4.0 pp +4.0 pp +4.0 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 15.9 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 15.9 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 15.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 15.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 15.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.4 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 15.2 3.7% 2 +0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 15.0 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 14.9 0.2% 2 -1.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 14.8 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 14.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 14.4 4.3% 2 +2.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 14.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 13.8 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 13.8 6.7% 2 +3.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 13.7 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 13.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 13.1 3.8% 2 +1.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 12.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 12.6 2.9% 2 +1.3 pp +2.9 pp +2.9 pp +2.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.5 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆First Pacific Financial CIK 0001810089 0.717 510 12.3 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 12.0 3.8% 2 +1.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 11.6 5.4% 3 +3.5 pp +2.9 pp +5.4 pp +5.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 11.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.0 3.0% 2 +1.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 11.0 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 11.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 10.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 10.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 10.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 10.3 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.2 0.5% 3 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 10.1 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 10.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 9.9 4.0% 2 -0.7 pp +4.0 pp +4.0 pp +4.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 9.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 9.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 9.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 9.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 9.7 3.7% 2 -0.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 9.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 9.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 9.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 9.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 9.5 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 9.5 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 9.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 9.4 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 9.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 9.2 4.8% 2 +0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 8.9 4.1% 2 +1.9 pp +4.1 pp +4.1 pp +4.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 8.8 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 8.8 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 8.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 8.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 8.4 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 8.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.9 0.7% 3 -0.4 pp -0.6 pp +0.7 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 7.7 3.5% 3 +0.2 pp +0.5 pp +3.5 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 7.4 3.9% 2 +1.7 pp +3.9 pp +3.9 pp +3.9 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 7.3 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.3 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Manage LLC CIK 0001539947 0.277 323 7.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 7.1 3.6% 2 +1.8 pp +3.6 pp +3.6 pp +3.6 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 7.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.0 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 7.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 6.8 4.1% 2 +1.4 pp +4.1 pp +4.1 pp +4.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 6.8 1.8% 2 +1.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 6.7 3.0% 2 -1.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.5 2.7% 2 +0.8 pp +2.7 pp +2.7 pp +2.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 6.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.2 2.1% 2 +1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 6.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 6.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 6.0 2.7% 2 +1.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 6.0 2.1% 1 +2.1 pp -0.3 pp +2.1 pp +2.1 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 6.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 6.0 3.7% 2 +3.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 5.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Security Financial Services, INC. CIK 0001913590 0.442 203 5.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 5.8 1.3% 2 +0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 5.7 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 5.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 5.5 3.1% 2 +1.6 pp +3.1 pp +3.1 pp +3.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.3 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.1 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.0 1.6% 3 +0.7 pp +0.8 pp +1.6 pp +1.6 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 4.9 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 4.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 4.7 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 4.6 2.9% 2 +1.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.4 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 4.2 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 4.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.1 3.7% 3 +1.4 pp +2.0 pp +3.7 pp +3.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 4.1 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 4.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.0 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 4.0 2.2% 3 +1.2 pp +1.5 pp +2.2 pp +2.2 pp
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☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 3.9 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Heritage Wealth Advisors CIK 0001591122 0.892 703 3.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.7 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 3.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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
☆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
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☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 OEF). Qtrs Held counts distinct quarters this fund has actually held OEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OEF position size. Δ columns are the percentage-point change in OEF'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