Signals

← Signals

☆USFR

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

Flow ranking

Rank#24067
Score / z-0.169 / -0.25
Consensus144.67 over 307 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-66% / 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 ▾
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1,087.6 15.0% 2 -4.3 pp +15.0 pp +15.0 pp +15.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,020.2 0.1% 2 -0.0 pp +0.1 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 887.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 759.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 717.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 381.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 355.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 338.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 258.4 12.8% 2 -4.2 pp +12.8 pp +12.8 pp +12.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 218.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 215.6 36.8% 2 -5.7 pp +36.8 pp +36.8 pp +36.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 173.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 170.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 121.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 104.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 102.1 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 98.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 90.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 75.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 74.1 12.2% 2 -1.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 71.8 5.0% 2 -0.7 pp +5.0 pp +5.0 pp +5.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 69.8 11.8% 2 +10.1 pp +11.8 pp +11.8 pp +11.8 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 69.3 9.8% 2 -1.6 pp +9.8 pp +9.8 pp +9.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 65.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 63.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 61.4 42.9% 2 +2.3 pp +42.9 pp +42.9 pp +42.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 60.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 55.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 51.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 48.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 46.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 44.9 17.2% 2 -3.1 pp +17.2 pp +17.2 pp +17.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 44.3 8.5% 2 +3.1 pp +8.5 pp +8.5 pp +8.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 42.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 40.1 5.5% 2 -1.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 39.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 39.4 3.1% 2 -0.9 pp +3.1 pp +3.1 pp +3.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 39.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 36.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 36.3 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 34.4 1.5% 3 -0.2 pp +1.0 pp +1.5 pp +1.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 34.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 33.9 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 33.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 33.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 33.1 8.7% 2 -1.0 pp +8.7 pp +8.7 pp +8.7 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 32.9 15.1% 2 -2.8 pp +15.1 pp +15.1 pp +15.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 30.9 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 30.6 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 28.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 28.3 8.1% 2 -0.7 pp +8.1 pp +8.1 pp +8.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 27.2 11.4% 2 +0.9 pp +11.4 pp +11.4 pp +11.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 27.1 5.2% 2 -1.2 pp +5.2 pp +5.2 pp +5.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 26.7 1.3% 3 -1.1 pp -0.2 pp +1.3 pp +1.3 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 26.0 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 25.4 11.3% 2 +1.5 pp +11.3 pp +11.3 pp +11.3 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 25.3 15.5% 4 +3.3 pp +1.1 pp +0.6 pp +15.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 24.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 24.0 11.1% 2 -1.0 pp +11.1 pp +11.1 pp +11.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 23.7 3.1% 2 +1.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 22.1 14.0% 2 -0.2 pp +14.0 pp +14.0 pp +14.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 21.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 21.4 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 21.4 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 21.1 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 21.0 3.9% 1 +3.9 pp -3.2 pp +3.9 pp +3.9 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 20.9 6.9% 2 +2.1 pp +6.9 pp +6.9 pp +6.9 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 20.7 9.3% 2 -3.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 20.5 7.3% 2 -0.6 pp +7.3 pp +7.3 pp +7.3 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 20.3 4.3% 2 -8.7 pp +4.3 pp +4.3 pp +4.3 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 20.0 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 19.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.6 0.4% 3 -0.2 pp -0.5 pp +0.4 pp +0.4 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 19.3 10.5% 2 -1.6 pp +10.5 pp +10.5 pp +10.5 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 19.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 18.8 10.9% 3 +0.4 pp +0.2 pp +10.9 pp +10.9 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 18.7 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 17.7 12.0% 2 -16.6 pp +12.0 pp +12.0 pp +12.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 17.3 2.5% 2 -2.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 16.7 7.6% 2 -0.1 pp +7.6 pp +7.6 pp +7.6 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 16.6 12.6% 2 +5.1 pp +12.6 pp +12.6 pp +12.6 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 16.6 9.5% 3 +2.3 pp +3.3 pp +9.5 pp +9.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SFM, LLC CIK 0002064225 0.427 69 16.3 9.5% 4 +1.5 pp +2.3 pp +1.8 pp +9.5 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 16.2 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 16.1 3.6% 2 +0.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 15.8 11.6% 2 -1.5 pp +11.6 pp +11.6 pp +11.6 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 15.7 9.7% 2 +0.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 15.1 1.5% 2 -1.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 14.9 4.2% 2 -1.6 pp +4.2 pp +4.2 pp +4.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 14.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Bonfire Financial CIK 0001762539 0.560 60 14.7 11.3% 2 -0.1 pp +11.3 pp +11.3 pp +11.3 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 14.5 11.7% 2 +2.1 pp +11.7 pp +11.7 pp +11.7 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 14.4 8.1% 2 +6.0 pp +8.1 pp +8.1 pp +8.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 14.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 13.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 13.7 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 13.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 13.4 11.4% 2 +2.2 pp +11.4 pp +11.4 pp +11.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 13.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 13.2 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 12.9 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 12.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆DORVAL Corp CIK 0001999144 0.667 49 12.4 4.1% 2 -1.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 12.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 11.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 11.6 5.1% 2 -0.7 pp +5.1 pp +5.1 pp +5.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 11.3 1.8% 3 +0.2 pp +0.7 pp +1.8 pp +1.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 10.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 10.6 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 10.4 7.6% 2 -0.9 pp +7.6 pp +7.6 pp +7.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 10.2 3.9% 2 -1.6 pp +3.9 pp +3.9 pp +3.9 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 10.1 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 10.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 10.0 2.9% 2 +1.4 pp +2.9 pp +2.9 pp +2.9 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 9.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 9.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 9.7 5.3% 2 -3.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 9.6 2.1% 3 -0.2 pp -0.5 pp +2.1 pp +2.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 9.4 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆NVWM, LLC CIK 0001697274 0.201 780 9.4 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 9.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 8.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 8.3 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 7.7 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 7.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 7.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 7.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.2 0.2% 2 -0.9 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.2 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 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
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 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
☆TSFG, LLC CIK 0001800513 0.413 891 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +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
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -6.6 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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 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
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 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
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -0.4 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.3 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
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 USFR). Qtrs Held counts distinct quarters this fund has actually held USFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USFR position size. Δ columns are the percentage-point change in USFR'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