Signals

← Signals

☆SUB

835 in-universe funds with a nonzero position in SUB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1069
Score / z0.066 / 0.07
Consensus303.99 over 558 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 ▾
☆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 768.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 733.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 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 677.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 585.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 552.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 362.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 286.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 280.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 150.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 135.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 132.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 122.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 120.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 105.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 103.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 87.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 71.1 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 66.8 0.0% 1 +0.0 pp +0.0 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 65.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 63.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 62.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 60.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 58.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 57.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 55.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 55.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 52.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 51.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆WIT, LLC CIK 0001840025 0.965 24 44.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 43.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 42.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 40.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 40.5 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 35.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 35.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 33.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 32.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 31.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 30.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 29.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 28.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 27.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 27.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 25.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 25.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 24.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 21.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 21.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 19.9 2.7% 3 -0.3 pp -0.3 pp +2.7 pp +2.7 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 19.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Members Trust Co CIK 0001677560 0.939 170 19.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 18.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 18.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 17.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 16.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 16.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 16.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 15.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 15.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 15.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 13.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 13.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 13.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 13.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 12.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 12.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 11.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 11.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 10.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 10.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 9.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 9.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 9.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 8.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 8.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 8.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 7.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 6.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 6.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 5.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 5.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 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 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4.8 0.0% 1 +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 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 4.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.3 0.1% 1 +0.1 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 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 4.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 3.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 3.5 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
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☆Horiko Capital Management LLC CIK 0001762718 0.697 17 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Charles Schwab Trust Co CIK 0001789219 0.768 171 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Unison Advisors LLC CIK 0001695818 0.855 173 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆KWMG, LLC CIK 0001633024 0.515 153 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROGCO, LP CIK 0001998892 0.631 224 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bonfire Financial CIK 0001762539 0.560 60 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FLC Capital Advisors CIK 0001713697 0.549 229 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allegheny Financial Group CIK 0001844148 0.553 305 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NDWM LLC CIK 0001818386 0.624 38 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Bangor Savings Bank CIK 0001352675 0.827 543 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆DT Investment Partners, LLC CIK 0001537621 0.779 512 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roth Financial Partners LLC CIK 0001840888 0.893 33 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Human Investing LLC CIK 0001767513 0.861 105 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.1 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 SUB). Qtrs Held counts distinct quarters this fund has actually held SUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SUB position size. Δ columns are the percentage-point change in SUB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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