Signals

← Signals

☆TLH

782 in-universe funds with a nonzero position in TLH within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#848
Score / z0.151 / 0.12
Consensus182.76 over 386 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+113% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,310.6 0.6% 4 -0.1 pp -0.1 pp +0.0 pp +0.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 900.0 12.7% 4 +1.5 pp +1.4 pp +0.6 pp +12.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 826.8 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 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 814.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 463.9 0.0% 4 +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 379.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 303.0 1.7% 4 +0.9 pp +0.8 pp +0.8 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 243.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 228.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 212.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 184.8 1.6% 4 +0.4 pp +1.0 pp +1.1 pp +1.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 173.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 157.0 0.4% 1 +0.4 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 147.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 137.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 133.1 2.1% 4 -0.1 pp -0.3 pp -0.5 pp +2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 130.6 0.0% 4 +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 109.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 94.9 2.0% 4 +2.0 pp +2.0 pp +0.8 pp +2.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 91.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 86.9 2.3% 4 +0.1 pp -0.0 pp -0.1 pp +2.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 77.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 68.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 67.2 1.8% 4 +0.0 pp +1.7 pp +1.7 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 57.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 55.9 3.4% 4 -0.7 pp -0.1 pp -1.0 pp +3.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 52.7 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 51.0 0.5% 4 -0.2 pp -0.6 pp -1.0 pp +0.5 pp
☆JB Capital LLC CIK 0001879371 0.629 280 50.1 2.0% 4 +0.0 pp -0.0 pp +0.4 pp +2.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 49.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 48.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 45.5 0.6% 4 -0.1 pp -0.3 pp -0.2 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 40.6 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 34.3 10.7% 3 -14.6 pp -13.0 pp +10.7 pp +10.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 29.2 5.7% 2 -0.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 28.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 27.3 6.6% 4 +0.3 pp +0.3 pp +0.2 pp +6.6 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 26.7 2.4% 2 +1.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 26.0 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 23.0 0.4% 5 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 22.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 20.7 0.3% 4 -0.0 pp -0.2 pp -0.5 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 20.4 0.5% 4 -0.3 pp -0.2 pp -0.2 pp +0.5 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.2 1.3% 4 -0.4 pp -0.4 pp +0.1 pp +1.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 20.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 20.0 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 18.3 3.3% 4 +0.5 pp +0.3 pp +1.0 pp +3.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 17.7 0.9% 4 +0.1 pp -0.0 pp -0.0 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 17.5 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 17.2 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 16.5 2.6% 2 -0.9 pp +2.6 pp +2.6 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 16.2 2.3% 4 +0.1 pp -0.0 pp +0.4 pp +2.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 16.2 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.0 1.2% 4 +0.1 pp -0.5 pp -0.9 pp +1.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 14.3 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 14.3 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 14.3 0.8% 4 -0.0 pp -0.1 pp -0.4 pp +0.8 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.2 1.9% 4 +0.0 pp -0.2 pp +0.0 pp +1.9 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 13.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 13.2 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 12.9 1.6% 4 -1.3 pp -1.3 pp -1.4 pp +1.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 12.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.6 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 12.3 3.0% 4 -0.3 pp -2.2 pp -2.2 pp +3.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 12.0 1.6% 4 +0.3 pp +0.2 pp +0.2 pp +1.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.0 0.3% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 11.5 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 11.3 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 10.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.5 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 9.6 1.5% 4 -0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 9.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 9.1 0.9% 4 +0.5 pp +0.4 pp +0.3 pp +0.9 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 9.0 2.7% 4 +0.0 pp +0.6 pp +0.5 pp +2.7 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 9.0 1.5% 4 +0.0 pp +0.2 pp +0.4 pp +1.5 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 8.9 1.9% 4 +0.1 pp -0.5 pp +0.0 pp +1.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.8 1.1% 4 +0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 8.8 0.9% 4 -0.0 pp -0.2 pp -0.3 pp +0.9 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 8.5 3.4% 4 +0.2 pp +0.2 pp +0.1 pp +3.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.4 0.9% 4 -0.0 pp -0.1 pp +0.0 pp +0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 8.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 7.9 0.8% 4 -0.1 pp -0.2 pp +0.1 pp +0.8 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.7 0.8% 4 +0.2 pp +0.0 pp +0.1 pp +0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.6 1.0% 4 +0.1 pp -0.0 pp +0.2 pp +1.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 7.6 0.7% 4 +0.6 pp +0.6 pp +0.3 pp +0.7 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 7.4 6.2% 2 +1.3 pp +6.2 pp +6.2 pp +6.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.3 1.9% 4 -0.0 pp -0.2 pp +0.0 pp +1.9 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 7.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 7.1 1.4% 4 +0.2 pp -0.2 pp -0.1 pp +1.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 6.9 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 6.9 3.1% 4 +0.2 pp +0.0 pp +0.2 pp +3.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EWA, LLC CIK 0001835252 0.457 332 6.6 1.5% 4 +0.3 pp -0.0 pp -0.1 pp +1.5 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 6.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.4 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.2 1.6% 4 -0.0 pp -0.2 pp -0.1 pp +1.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.0 1.9% 4 -0.4 pp -1.4 pp -1.1 pp +1.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.0 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 5.6 2.3% 4 -0.1 pp -0.3 pp -0.0 pp +2.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.4 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 5.2 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 5.2 2.1% 4 -0.0 pp -0.1 pp +0.1 pp +2.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 5.1 2.7% 4 -0.3 pp -0.6 pp -0.2 pp +2.7 pp
☆Professional Financial Management, Inc. CIK 0002130270 0.369 24 5.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 5.0 1.4% 4 +0.2 pp +0.3 pp -0.1 pp +1.4 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 5.0 1.8% 4 -0.0 pp -0.1 pp -0.3 pp +1.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.0 2.0% 4 +0.1 pp -0.5 pp -0.6 pp +2.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.9 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 4.6 1.9% 4 -0.0 pp -0.0 pp -0.1 pp +1.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 4.3 0.5% 1 +0.5 pp -0.0 pp +0.5 pp +0.5 pp
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☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 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
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -1.1 pp -1.3 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
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 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
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 +0.0 pp -1.0 pp -1.3 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +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% 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -0.4 pp -1.2 pp -1.2 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 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 -1.9 pp -1.6 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -1.8 pp -1.8 pp -0.1 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 -0.3 pp -2.7 pp -2.5 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 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 +0.0 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 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 -3.5 pp -3.6 pp -3.1 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 -0.1 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -3.7 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.0 0.0% 0 -0.3 pp -0.4 pp -0.2 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -3.1 pp -3.2 pp -4.3 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -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% 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 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
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 0.0 0.0% 0 -1.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 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
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.6 pp -1.0 pp -1.0 pp +0.0 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
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp -4.9 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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.1 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
☆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
☆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
☆North Capital, Inc. CIK 0002065938 0.475 102 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
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.0 0.0% 0 +0.0 pp -0.2 pp -0.7 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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