Signals

← Signals

☆TFI

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

Flow ranking

Rank#21925
Score / z0.000 / -0.02
Consensus95.42 over 171 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 606.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 227.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 156.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 138.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 81.7 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 74.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.5 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 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 32.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 29.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 28.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 21.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 20.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 18.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 18.4 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 16.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 15.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.7 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 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 11.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 7.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 6.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 4.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 4.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 1.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 TFI). Qtrs Held counts distinct quarters this fund has actually held TFI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFI position size. Δ columns are the percentage-point change in TFI'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