Signals

← Signals

☆TLH

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

Flow ranking

Rank#315
Score / z0.629 / 0.94
Consensus193.56 over 411 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 2,558.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 964.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 825.1 11.3% 2 -0.9 pp +11.3 pp +11.3 pp +11.3 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 818.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 413.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 411.4 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 361.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 298.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 253.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 244.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 230.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 208.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 204.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 170.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 133.6 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 121.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 111.0 3.2% 2 -1.1 pp +3.2 pp +3.2 pp +3.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 109.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 107.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 99.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 96.2 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 90.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 83.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.3 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 68.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 67.0 3.4% 2 -0.9 pp +3.4 pp +3.4 pp +3.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 62.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 61.9 23.7% 1 +23.7 pp +23.7 pp +23.7 pp +23.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 58.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 58.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 48.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆JB Capital LLC CIK 0001879371 0.629 280 47.3 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 40.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 37.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 37.4 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 33.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 26.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 26.0 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 25.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 25.4 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 22.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 22.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 21.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 20.1 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.5 0.4% 3 -0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 18.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 17.5 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 17.4 3.6% 2 +0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 16.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 16.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 16.4 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 15.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 14.9 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 14.7 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 14.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.9 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 11.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 11.5 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 10.5 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 10.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 9.4 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 9.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 8.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 8.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 8.2 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 7.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.6 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.6 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 7.5 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 6.8 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 6.7 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 6.7 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 6.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 6.4 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 6.3 3.3% 2 +2.4 pp +3.3 pp +3.3 pp +3.3 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 6.2 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.1 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 6.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.8 2.8% 2 -0.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 5.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EWA, LLC CIK 0001835252 0.457 332 5.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 5.3 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 5.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 5.0 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 4.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 4.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 4.8 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.4 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Planning,Inc CIK 0002048547 0.411 334 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 -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
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -4.3 pp -4.9 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 -1.1 pp -1.3 pp -1.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.1 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 +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -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% 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 TLH). Qtrs Held counts distinct quarters this fund has actually held TLH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TLH position size. Δ columns are the percentage-point change in TLH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status