Signals

← Signals

☆ITOT

1557 in-universe funds with a nonzero position in ITOT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24599
Score / z-5.286 / -7.92
Consensus504.36 over 952 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-0% / 1.3d

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 10,146.7 0.2% 2 +0.0 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 9,204.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 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 1,559.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,537.5 3.6% 3 -0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,439.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 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 911.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 876.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 729.8 1.2% 3 -0.3 pp -0.3 pp +1.2 pp +1.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 710.6 8.1% 2 +0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 605.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 576.6 6.5% 2 +0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 523.3 16.2% 2 +0.5 pp +16.2 pp +16.2 pp +16.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 502.1 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 400.8 9.4% 2 +0.4 pp +9.4 pp +9.4 pp +9.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 361.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 345.0 6.3% 2 -0.8 pp +6.3 pp +6.3 pp +6.3 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 327.2 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 307.6 7.9% 2 -1.1 pp +7.9 pp +7.9 pp +7.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 306.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 295.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 293.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 291.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 267.0 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 258.3 26.3% 2 +0.0 pp +26.3 pp +26.3 pp +26.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 239.9 31.0% 4 -1.0 pp +0.9 pp +2.3 pp +31.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 239.3 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 227.3 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 220.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 220.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CISCO SYSTEMS, INC. (CSCO) CIK 0000858877 0.864 6 218.1 54.0% 2 +1.6 pp +54.0 pp +54.0 pp +54.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 209.9 12.2% 2 +0.7 pp +12.2 pp +12.2 pp +12.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 199.0 17.9% 2 -0.5 pp +17.9 pp +17.9 pp +17.9 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 179.7 27.0% 2 +0.5 pp +27.0 pp +27.0 pp +27.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 178.7 8.6% 2 +0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 176.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 166.4 29.1% 2 +1.2 pp +29.1 pp +29.1 pp +29.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 163.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 162.3 19.8% 2 +0.1 pp +19.8 pp +19.8 pp +19.8 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 155.2 10.0% 2 +0.1 pp +10.0 pp +10.0 pp +10.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 154.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 149.0 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 148.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 145.1 6.0% 2 +0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 144.9 3.3% 2 -4.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Claar Advisors LLC CIK 0001593410 0.821 17 144.5 42.8% 2 +1.5 pp +42.8 pp +42.8 pp +42.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 141.3 5.7% 2 +0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 139.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 138.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 135.5 14.2% 2 +1.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 131.2 11.5% 2 +0.2 pp +11.5 pp +11.5 pp +11.5 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 124.6 13.1% 2 +0.9 pp +13.1 pp +13.1 pp +13.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 123.6 29.5% 2 -1.7 pp +29.5 pp +29.5 pp +29.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 120.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 109.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 105.7 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 103.1 13.2% 2 +0.0 pp +13.2 pp +13.2 pp +13.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 102.9 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Independent Order of Foresters CIK 0001538037 0.806 2 98.0 58.3% 2 -0.0 pp +58.3 pp +58.3 pp +58.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 97.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 92.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 92.3 10.1% 2 -0.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 91.8 11.2% 2 +1.9 pp +11.2 pp +11.2 pp +11.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 87.7 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 86.2 0.7% 4 +0.4 pp +0.1 pp +0.1 pp +0.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 76.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 76.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 74.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 72.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 70.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 69.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 67.8 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 67.1 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆jvl associates llc CIK 0001915765 0.770 79 66.3 22.0% 2 +0.5 pp +22.0 pp +22.0 pp +22.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 65.7 8.9% 2 -0.8 pp +8.9 pp +8.9 pp +8.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 64.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 63.2 13.3% 2 -0.1 pp +13.3 pp +13.3 pp +13.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 62.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 61.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 59.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 54.9 8.7% 2 +0.0 pp +8.7 pp +8.7 pp +8.7 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 54.5 28.0% 2 +0.2 pp +28.0 pp +28.0 pp +28.0 pp
☆Friday Financial CIK 0002048792 0.653 108 54.4 22.8% 2 +0.4 pp +22.8 pp +22.8 pp +22.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 54.1 9.8% 2 +0.7 pp +9.8 pp +9.8 pp +9.8 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 52.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 52.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 51.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 51.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 51.0 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 50.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 50.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 49.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 49.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 48.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 48.1 11.0% 2 +1.6 pp +11.0 pp +11.0 pp +11.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 47.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 47.6 7.9% 2 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 47.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 46.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 46.6 2.8% 2 +2.7 pp +2.8 pp +2.8 pp +2.8 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 46.0 13.2% 2 -8.6 pp +13.2 pp +13.2 pp +13.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 44.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 43.9 17.7% 3 +0.3 pp +0.9 pp +17.7 pp +17.7 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 42.2 10.9% 2 -0.4 pp +10.9 pp +10.9 pp +10.9 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 41.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 41.2 23.9% 2 +1.7 pp +23.9 pp +23.9 pp +23.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 39.9 15.0% 2 -0.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 39.9 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 39.8 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 39.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 39.4 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 39.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 38.7 12.5% 2 -2.3 pp +12.5 pp +12.5 pp +12.5 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 37.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 36.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 35.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 34.8 8.4% 4 -0.1 pp -0.1 pp -0.7 pp +8.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 34.6 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 33.4 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 33.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 31.4 4.5% 2 -0.9 pp +4.5 pp +4.5 pp +4.5 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 31.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.653 209 31.1 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 30.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 30.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 30.1 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 30.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 30.0 8.6% 2 +1.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 29.6 12.5% 2 -0.0 pp +12.5 pp +12.5 pp +12.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 29.5 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 29.2 9.5% 2 +0.0 pp +9.5 pp +9.5 pp +9.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 29.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 28.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 27.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 27.7 14.9% 2 +1.5 pp +14.9 pp +14.9 pp +14.9 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 27.7 18.6% 2 +0.5 pp +18.6 pp +18.6 pp +18.6 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 27.4 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 27.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 27.2 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 27.2 12.6% 2 -1.5 pp +12.6 pp +12.6 pp +12.6 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 27.2 6.9% 2 -0.4 pp +6.9 pp +6.9 pp +6.9 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 27.0 12.1% 3 -1.1 pp -2.7 pp +12.1 pp +12.1 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 27.0 19.7% 2 -0.2 pp +19.7 pp +19.7 pp +19.7 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 26.9 8.4% 2 -0.2 pp +8.4 pp +8.4 pp +8.4 pp
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☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 8.0 2.1% 3 -0.6 pp +1.4 pp +2.1 pp +2.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 7.9 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 7.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 7.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 7.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LVZ, Inc. CIK 0001574408 0.889 177 7.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 7.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 6.4 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 6.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 5.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 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 0.0 0.0% 1 +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
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -8.2 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.7 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
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.8 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 +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -1.8 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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.9 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
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -3.5 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 +0.0 pp -0.2 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 (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