Signals

← Signals

☆THRO

585 in-universe funds with a nonzero position in THRO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22530
Score / z0.000 / -0.02
Consensus79.39 over 161 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,602.3 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 733.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 225.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 206.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 159.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 133.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 131.1 0.6% 5 -0.3 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 112.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 104.0 4.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 102.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 76.8 0.8% 5 -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 72.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 67.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 66.5 0.4% 2 -0.7 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.3 0.3% 5 -0.1 pp -0.1 pp +0.2 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 60.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 51.0 1.8% 5 -1.0 pp -1.0 pp -1.0 pp -1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 49.9 0.5% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 36.7 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 35.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 32.2 1.2% 5 -0.8 pp -0.7 pp -0.6 pp -1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 28.7 2.6% 5 -1.0 pp -1.0 pp -0.8 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 28.6 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 27.7 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 25.1 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 22.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 21.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 21.3 3.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.3 1.2% 5 -0.5 pp -0.3 pp -0.2 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 19.7 4.8% 5 +0.5 pp +0.5 pp +0.5 pp +1.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 19.2 0.9% 5 -0.4 pp -0.4 pp -0.1 pp -0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 19.0 1.1% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 18.4 2.8% 5 +0.1 pp -0.1 pp +0.1 pp -0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 16.1 2.6% 5 -0.7 pp -0.9 pp -0.8 pp -0.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 16.1 1.9% 5 -0.6 pp -0.5 pp -0.3 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.0 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 14.0 1.6% 5 -0.3 pp -1.6 pp -1.7 pp -1.8 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 13.6 0.7% 3 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 12.4 2.1% 4 -0.1 pp +1.8 pp +1.9 pp +2.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 12.1 1.6% 5 -1.1 pp -0.8 pp -0.9 pp -0.8 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 11.5 1.6% 5 -0.4 pp -0.5 pp -0.5 pp -0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 11.3 4.1% 5 +0.4 pp +0.4 pp +0.5 pp +0.9 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 11.3 0.9% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 11.2 1.5% 5 -0.7 pp -0.7 pp -0.6 pp -0.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 10.6 1.1% 5 -0.4 pp -0.1 pp +0.3 pp +1.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 10.6 0.9% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 10.2 0.7% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.1 1.1% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 10.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 9.8 0.8% 4 -0.6 pp -0.5 pp -0.5 pp +0.8 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 9.8 2.1% 5 -0.5 pp -0.7 pp -0.7 pp -0.8 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 9.7 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.4 0.5% 5 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 9.0 1.3% 5 -0.5 pp -0.5 pp -0.3 pp -0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 8.7 1.0% 5 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 8.6 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.6 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.3 1.0% 5 +0.0 pp +0.4 pp +0.4 pp +0.5 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 8.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 7.7 2.0% 5 -1.0 pp -1.0 pp -0.9 pp -0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.5 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.5 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.3 0.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 7.3 1.3% 3 -0.7 pp -0.8 pp +1.3 pp +1.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 7.2 0.9% 5 -0.3 pp -0.3 pp -0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 7.0 0.6% 5 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 6.9 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 6.8 1.6% 5 -0.8 pp -0.7 pp -0.8 pp -0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 6.8 2.1% 5 -0.7 pp -0.8 pp -0.7 pp -0.7 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 6.8 0.7% 5 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.7 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 6.6 1.5% 5 -0.6 pp -0.8 pp -0.6 pp -0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 6.4 2.6% 5 -1.1 pp -1.3 pp -1.1 pp -0.9 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.4 1.7% 5 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.1 0.5% 5 -0.2 pp -0.4 pp -1.0 pp -1.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.9 0.7% 4 -0.3 pp -0.3 pp -0.3 pp +0.7 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.9 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 5.9 1.3% 3 +0.2 pp +1.2 pp +1.3 pp +1.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.8 1.6% 5 -0.4 pp -0.5 pp -0.5 pp -0.4 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 5.7 1.9% 1 +1.9 pp +1.0 pp +1.9 pp +1.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.5 0.8% 5 -0.1 pp -0.3 pp -0.1 pp -0.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 5.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 5.3 1.2% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.2 0.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.0 1.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 4.9 3.3% 2 -0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.7 1.3% 5 -0.3 pp -0.3 pp -0.2 pp -0.1 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 4.6 2.7% 5 +0.2 pp +0.2 pp +0.3 pp -4.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.6 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 4.6 2.2% 5 -0.9 pp -0.1 pp -0.3 pp -0.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.6 0.3% 5 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.6 2.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.6 1.1% 5 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.5 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 4.3 0.6% 4 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.3 1.3% 3 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 4.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.2 0.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 4.2 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 4.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 4.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.0 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 4.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.0 1.0% 5 +0.5 pp -0.1 pp -0.5 pp -0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.9 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 3.8 0.9% 4 -0.6 pp -0.6 pp -0.4 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.7 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.7 1.1% 5 -0.7 pp -0.5 pp -0.6 pp -0.5 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 3.6 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.5 2.0% 1 +2.0 pp -0.1 pp +0.1 pp +2.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 3.5 2.9% 5 -1.5 pp -1.6 pp -0.9 pp -1.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 3.4 2.3% 3 -0.8 pp -0.3 pp +2.3 pp +2.3 pp
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☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.4 0.8% 5 -0.3 pp -0.2 pp -0.2 pp -0.5 pp
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☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.3 1.4% 5 -0.7 pp -0.8 pp -0.7 pp -0.9 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 3.3 1.8% 2 -0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.2 1.2% 5 -0.7 pp -0.5 pp -0.5 pp -0.6 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 3.1 1.7% 5 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intentional Wealth Strategies, LLC CIK 0002119881 0.154 68 3.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 3.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.0 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 3.0 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Lantz Financial LLC CIK 0001766883 0.334 259 2.8 0.5% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.8 0.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.8 0.5% 5 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.7 1.5% 5 -0.4 pp -0.4 pp -0.4 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.7 2.3% 2 -0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.6 1.2% 5 -0.3 pp -0.4 pp -0.5 pp -0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.6 1.2% 5 -0.8 pp -0.8 pp -0.9 pp -0.9 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.5 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
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☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.4 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 2.3 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.3 0.8% 5 -0.4 pp -0.4 pp -0.3 pp -0.1 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 1.9 1.1% 5 -0.3 pp -0.6 pp -0.5 pp -0.3 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Asempa Wealth Advisors CIK 0002099967 0.192 115 1.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.8 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -2.2 pp -2.1 pp -2.1 pp -2.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp -0.5 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp -2.6 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp -2.1 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -2.9 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.2 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -1.0 pp -1.0 pp -1.1 pp -1.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.8 pp -1.0 pp -1.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 THRO). Qtrs Held counts distinct quarters this fund has actually held THRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its THRO position size. Δ columns are the percentage-point change in THRO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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