Signals

← Signals

☆USFR

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

Flow ranking

Rank#247
Score / z0.935 / 1.11
Consensus177.04 over 350 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 ▾
☆PeakShares LLC CIK 0002113507 0.881 122 1,170.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 863.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 728.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 667.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 568.2 7.2% 5 -0.0 pp -0.3 pp -7.9 pp -12.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 558.9 5.6% 3 +1.1 pp +0.9 pp +5.6 pp +5.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 343.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 278.0 7.9% 5 -2.6 pp -1.5 pp -4.9 pp -9.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 270.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 220.2 0.3% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 218.7 0.0% 5 -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 200.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 156.0 21.9% 5 +13.5 pp +6.8 pp +10.1 pp +20.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 147.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 124.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 122.1 21.3% 5 -3.0 pp -4.1 pp -15.5 pp -21.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 94.1 1.2% 5 +0.3 pp +0.5 pp +0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 90.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 88.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 87.6 12.0% 5 -0.6 pp -0.8 pp -0.2 pp -1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 79.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 78.9 0.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 75.3 0.2% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 74.2 10.9% 5 +3.0 pp +5.3 pp +2.4 pp +5.4 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 72.3 4.1% 5 -0.5 pp -0.6 pp -0.9 pp -1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 68.9 1.5% 5 -0.6 pp -0.9 pp -1.1 pp -1.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 65.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 65.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 57.1 7.5% 2 -0.9 pp +7.5 pp +5.1 pp +2.4 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 54.9 39.3% 5 -6.6 pp -2.4 pp -3.5 pp -1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 53.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 47.9 7.6% 2 -1.4 pp +7.6 pp +7.6 pp +7.6 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 47.7 4.2% 5 -0.9 pp -0.0 pp +0.7 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 47.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 46.5 17.1% 5 +0.6 pp +0.2 pp -0.1 pp -3.2 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 44.0 14.6% 5 +4.1 pp +4.8 pp +3.1 pp +4.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 43.3 6.2% 6 +0.1 pp +0.8 pp +4.5 pp +4.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 42.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 41.7 1.6% 5 -0.9 pp +0.1 pp +0.3 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 41.2 4.3% 5 +0.7 pp +1.6 pp +0.1 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 40.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 39.0 5.8% 5 -3.0 pp -0.3 pp +0.6 pp -0.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 38.3 0.6% 1 +0.6 pp +0.1 pp +0.1 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 37.5 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 37.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 34.8 0.5% 5 -0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 34.1 1.7% 4 +1.6 pp +1.6 pp +1.6 pp +1.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 33.1 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.0 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 32.7 2.3% 5 -0.1 pp -0.3 pp -0.7 pp -1.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 32.6 13.5% 5 -1.9 pp -3.6 pp -1.7 pp -4.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 32.5 1.2% 6 +0.9 pp +0.8 pp -0.3 pp -0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 32.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 31.4 1.0% 6 -0.2 pp -0.1 pp -0.3 pp -1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 30.6 0.3% 4 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 29.8 0.6% 4 -0.0 pp -0.3 pp +0.5 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 29.2 0.2% 5 -0.2 pp -0.3 pp -0.0 pp -0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 28.0 4.1% 5 +4.0 pp +4.0 pp +4.0 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 27.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.6 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 26.4 2.5% 5 -0.9 pp +1.2 pp +1.0 pp -0.7 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 25.8 1.7% 5 +0.7 pp +1.7 pp +1.7 pp +1.6 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 25.7 4.0% 5 -0.8 pp -2.4 pp -4.7 pp -5.7 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 25.7 9.8% 5 +5.3 pp +4.3 pp +4.6 pp +3.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 24.8 0.8% 5 -0.2 pp -1.2 pp -1.0 pp -1.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 24.8 1.8% 5 -0.2 pp +0.1 pp +0.3 pp +0.9 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 24.3 21.8% 4 -0.6 pp +0.4 pp +4.6 pp +21.8 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 23.1 9.3% 5 -1.1 pp -0.4 pp -2.0 pp -0.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 22.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 22.8 1.7% 5 -0.4 pp -1.3 pp -1.5 pp -1.8 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 22.8 4.7% 5 -13.7 pp -5.7 pp +0.4 pp -8.3 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 22.3 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Bonfire Financial CIK 0001762539 0.560 60 22.1 14.2% 5 -0.0 pp +2.2 pp +2.9 pp +2.9 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 22.1 6.8% 5 -0.5 pp -0.5 pp -2.5 pp -5.8 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 21.3 6.6% 5 +1.5 pp +0.7 pp -0.7 pp -1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 20.9 0.8% 1 +0.8 pp -13.2 pp -14.7 pp -11.4 pp
☆Warner Group LLC CIK 0002073617 0.415 129 20.8 5.1% 3 -0.9 pp -0.3 pp +5.1 pp +5.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.2 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 19.9 13.2% 5 +4.2 pp +2.5 pp +0.6 pp +5.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 19.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 19.5 8.3% 5 -0.8 pp -2.1 pp -2.9 pp -3.8 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 19.4 6.0% 4 -3.5 pp +2.7 pp +3.5 pp +6.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 19.2 2.5% 5 +0.5 pp -4.7 pp -7.3 pp -8.9 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 18.9 8.6% 3 -12.9 pp +4.4 pp +8.6 pp +8.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 18.3 0.4% 5 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Broussard Financial Group LLC CIK 0001548136 0.577 35 17.9 14.3% 2 -0.7 pp +14.3 pp +14.3 pp +14.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 16.9 1.1% 3 -1.9 pp +0.8 pp +1.1 pp +1.1 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 16.8 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 16.8 14.1% 2 +4.7 pp +14.1 pp +14.1 pp +14.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 16.7 6.4% 5 -2.4 pp -2.8 pp -1.2 pp -1.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 16.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 16.6 3.4% 5 +0.2 pp +0.5 pp +0.8 pp +0.5 pp
☆SFM, LLC CIK 0002064225 0.427 69 16.2 8.3% 7 +2.7 pp +2.9 pp -1.2 pp +0.3 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 16.1 4.8% 5 -1.0 pp -1.9 pp -2.1 pp -0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 16.0 4.4% 5 -0.9 pp +1.5 pp +0.2 pp -1.4 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 16.0 7.4% 6 -0.4 pp -1.6 pp -2.1 pp +0.2 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 15.7 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 15.5 3.8% 4 -0.3 pp -0.1 pp -0.0 pp +3.8 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 15.5 10.5% 2 -0.9 pp +10.5 pp +10.5 pp +10.5 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 15.3 1.5% 5 +0.3 pp +0.5 pp +0.7 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.3 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 15.1 4.1% 5 -0.2 pp -2.2 pp -2.3 pp -2.5 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 14.9 2.4% 5 -0.4 pp -0.6 pp -1.0 pp -1.4 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 14.7 6.3% 2 -1.5 pp +6.3 pp +6.3 pp +6.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 14.1 0.8% 5 -0.1 pp -0.6 pp -0.4 pp -0.2 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 14.0 1.9% 4 -0.3 pp -1.5 pp -2.1 pp +1.9 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.0 0.6% 5 -0.0 pp +0.1 pp +0.0 pp -0.4 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 13.7 2.8% 5 -0.3 pp -0.3 pp -0.9 pp -0.3 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 13.6 6.6% 5 -0.3 pp -0.8 pp -4.0 pp -5.5 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 13.5 8.9% 1 +8.9 pp +8.9 pp +1.3 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 13.2 9.8% 2 +3.6 pp +9.8 pp +9.8 pp +9.8 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 13.2 9.0% 5 -0.9 pp -1.7 pp -2.6 pp -4.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.1 0.2% 1 +0.2 pp +0.2 pp -0.1 pp -0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 13.1 1.2% 4 -0.2 pp -0.2 pp +0.1 pp +1.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.7 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 12.3 7.2% 1 +7.2 pp +7.2 pp -6.8 pp -7.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 12.0 1.9% 5 +0.4 pp +0.0 pp +0.2 pp -0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 12.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 11.9 2.1% 5 +0.4 pp +0.6 pp -0.8 pp -1.4 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 11.9 7.0% 5 -0.3 pp -5.2 pp -4.6 pp -2.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 11.7 1.7% 3 -0.2 pp -0.5 pp +1.7 pp +1.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 11.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 11.4 2.2% 6 -0.3 pp -0.5 pp +0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 11.3 3.8% 5 -0.5 pp -0.6 pp -0.1 pp -1.7 pp
☆Value Investment Professionals, LLC CIK 0002110205 0.000 97 11.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 10.9 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 10.8 5.8% 5 +4.8 pp +4.9 pp +4.9 pp +4.9 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.5 2.3% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 10.5 2.9% 5 -0.4 pp +0.0 pp +0.0 pp +1.5 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 10.5 6.7% 2 -3.7 pp +6.7 pp +6.7 pp +6.7 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 10.4 1.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 10.1 4.1% 5 -3.1 pp +0.5 pp -1.2 pp -4.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 9.3 0.8% 5 -0.3 pp -0.5 pp -0.2 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NVWM, LLC CIK 0001697274 0.201 780 8.9 1.8% 5 -0.4 pp -0.5 pp -0.3 pp -0.1 pp
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☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 7.7 0.7% 5 -0.2 pp +0.1 pp +0.1 pp -7.9 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 7.6 0.7% 4 -0.0 pp -0.3 pp -0.3 pp +0.7 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 7.6 4.7% 4 -3.9 pp -8.0 pp -11.7 pp +4.7 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 7.6 0.2% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
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☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 7.4 2.6% 5 -0.9 pp -0.8 pp -0.4 pp -0.2 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Town Capital LLC CIK 1871352 0.216 75 6.6 4.2% 2 -0.8 pp +4.2 pp +4.2 pp +4.2 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 6.5 0.7% 5 -0.1 pp -0.0 pp -0.4 pp -0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 6.4 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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☆GreatBanc Trust CO CIK 0001427099 0.670 70 6.3 3.9% 3 +1.3 pp +2.8 pp +3.9 pp +3.9 pp
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☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 6.1 1.3% 5 +0.3 pp +0.7 pp +0.7 pp +0.5 pp
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☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 5.9 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
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☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.7 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 5.2 4.7% 2 -0.8 pp +4.7 pp +4.7 pp +4.7 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.5 0.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.5 0.8% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.4 0.4% 5 -0.3 pp -0.5 pp -0.5 pp -0.3 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.4 0.4% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.4 0.9% 5 -0.1 pp -0.3 pp -0.4 pp -0.0 pp
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☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Ascent Advisors, LLC CIK 0002109853 0.015 54 1.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Vericrest Private Wealth CIK 0001912300 0.443 44 1.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.3 0.8% 6 -0.9 pp -0.6 pp -0.8 pp -0.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 1.3 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Activest Wealth Management CIK 0001883134 0.526 1477 1.3 0.3% 5 -0.5 pp -0.8 pp -1.0 pp -1.4 pp
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☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.3 0.4% 5 +0.1 pp -0.1 pp -0.0 pp -0.2 pp
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☆MKT Advisors LLC CIK 0001906802 0.645 155 1.2 0.4% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 1.2 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.2 0.4% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.1 0.2% 5 -0.1 pp -0.7 pp -0.8 pp -1.5 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 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
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 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
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.6 pp -0.7 pp -0.9 pp -1.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -1.4 pp -1.1 pp -1.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -2.8 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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 +0.0 pp +0.0 pp +0.0 pp -4.3 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp -4.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 +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% 0 -0.3 pp -0.8 pp -0.4 pp -0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 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 -0.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -1.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 +0.0 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
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.6 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.7 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp -0.3 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
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -1.3 pp -1.7 pp -3.1 pp -2.1 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.2 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -1.3 pp -0.3 pp -0.4 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.4 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
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -12.7 pp -9.6 pp -12.0 pp -28.6 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.4 pp -0.6 pp -2.0 pp -2.8 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
☆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
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 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
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.5 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -2.1 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
☆Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 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
☆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
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -4.2 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp -3.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -5.9 pp -4.3 pp -5.5 pp -6.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Daviman Financial, LLC CIK 0002104394 0.176 92 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -11.1 pp -11.5 pp -9.7 pp -9.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 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
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -4.9 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.8 pp -0.0 pp +0.0 pp -0.3 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status