Signals

← Signals

☆ITOT

1433 in-universe funds with a nonzero position in ITOT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#437
Score / z0.449 / 0.56
Consensus496.04 over 943 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+32% / 1.2d ⚡

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8,344.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8,004.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,426.9 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 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 1,408.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,297.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 838.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 738.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 660.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 592.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 559.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 531.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 475.3 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 469.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 404.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 357.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 356.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 318.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 303.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 286.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 279.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 274.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 265.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 256.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 242.2 26.3% 1 +26.3 pp +26.3 pp +26.3 pp +26.3 pp
☆CISCO SYSTEMS, INC. (CSCO) CIK 0000858877 0.864 6 232.6 52.4% 1 +52.4 pp +52.4 pp +52.4 pp +52.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 229.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 223.1 32.1% 3 +2.0 pp +3.3 pp +32.1 pp +32.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 211.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 205.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 195.3 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 187.5 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 166.9 26.4% 1 +26.4 pp +26.4 pp +26.4 pp +26.4 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 162.6 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 160.2 27.9% 1 +27.9 pp +27.9 pp +27.9 pp +27.9 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 155.3 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 154.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 150.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 149.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 143.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 137.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Claar Advisors LLC CIK 0001593410 0.821 17 134.9 41.3% 1 +41.3 pp +41.3 pp +41.3 pp +41.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 134.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 131.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 130.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 124.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 120.0 31.2% 1 +31.2 pp +31.2 pp +31.2 pp +31.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 119.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 118.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 116.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 110.3 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 104.1 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 101.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 100.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 97.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 96.1 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 94.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Order of Foresters CIK 0001538037 0.806 2 90.8 58.3% 1 +58.3 pp +58.3 pp +58.3 pp +58.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 89.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 86.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 78.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 71.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 71.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 70.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 69.0 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 67.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 65.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 62.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 61.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 60.0 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 59.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆jvl associates llc CIK 0001915765 0.770 79 59.8 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 58.3 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 56.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 55.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 52.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 51.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 50.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 50.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 49.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 49.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 48.8 27.8% 1 +27.8 pp +27.8 pp +27.8 pp +27.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 48.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 48.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 47.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 46.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 46.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 45.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 45.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 45.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 44.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 44.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 44.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 44.2 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Friday Financial CIK 0002048792 0.653 108 44.0 22.4% 1 +22.4 pp +22.4 pp +22.4 pp +22.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 42.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 41.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 39.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 39.5 17.4% 2 +0.6 pp +17.4 pp +17.4 pp +17.4 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 39.1 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 38.1 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 37.4 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 37.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 37.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 36.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 36.1 22.1% 1 +22.1 pp +22.1 pp +22.1 pp +22.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 35.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 34.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 34.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 34.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 33.0 8.4% 3 +0.0 pp -0.6 pp +8.4 pp +8.4 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 32.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 31.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 31.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 29.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 29.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 28.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.653 209 28.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 28.6 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 27.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 26.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 26.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 26.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 26.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.1 0.2% 3 -0.3 pp -0.4 pp +0.2 pp +0.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 26.0 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 25.8 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 25.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 25.3 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 25.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 25.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 25.0 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 25.0 13.2% 2 -1.6 pp +13.2 pp +13.2 pp +13.2 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 24.8 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 24.6 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 24.4 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 24.4 2.1% 3 -0.3 pp -0.5 pp +2.1 pp +2.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 24.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 24.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 24.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 7.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 7.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 7.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 7.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 6.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 6.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 6.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 6.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 6.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 5.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 5.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 5.8 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 5.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MA Private Wealth CIK 0001767474 0.750 88 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Abound Wealth Management CIK 0001950323 0.745 1359 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Allie Family Office LLC CIK 0001908612 0.456 107 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 4.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆NYL Investors LLC CIK 0001606720 0.732 29 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 4.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 4.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 3.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 3.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 3.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 2.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.8 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Snider Financial Group CIK 0001820681 0.424 103 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Carrera Capital Advisors CIK 0002035329 0.443 210 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Essex Bank CIK 0001752212 0.260 318 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Wealth Group Ltd CIK 0002010748 0.858 95 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Archer Investment Corp CIK 0001803804 0.301 1254 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Adams Wealth Management CIK 0001803084 0.408 147 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rolek Wealth Management LLC CIK 0002051339 0.833 23 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sound Stewardship, LLC CIK 0001998101 0.563 73 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆TRUEFG, LLC CIK 0001766067 0.882 75 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DAVIS R M INC CIK 0000891287 0.824 280 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +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
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.2 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 ITOT). Qtrs Held counts distinct quarters this fund has actually held ITOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ITOT position size. Δ columns are the percentage-point change in ITOT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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