Signals

ITOT

1966 in-universe funds with a nonzero position in ITOT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24916
Score / z-1.508 / -1.83
Consensus585.80 over 1108 funds
Momentumno 12m return

Price & positioning

226 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)
Fund Positions
Quarters Held

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 14,117.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10,940.3 1.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,462.0 4.7% 6 +0.2 pp +0.9 pp +1.1 pp +1.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,669.7 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,597.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1,402.2 1.4% 6 +0.4 pp +0.4 pp +0.3 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 1,075.5 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,075.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 962.4 8.2% 5 +0.4 pp -1.0 pp +0.1 pp +0.7 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 867.3 8.7% 5 +0.5 pp +6.1 pp +5.4 pp +1.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 686.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 672.0 7.0% 5 +0.7 pp +0.5 pp +0.6 pp +0.8 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 663.7 17.6% 5 +0.7 pp +1.5 pp +1.4 pp +1.9 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 517.4 6.3% 5 +0.0 pp -0.4 pp -0.6 pp -0.8 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 499.0 11.3% 5 +0.5 pp +0.0 pp +3.3 pp +2.3 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 491.5 10.2% 5 +1.2 pp +1.4 pp +0.8 pp +1.2 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 369.0 3.6% 5 -0.1 pp -0.3 pp -0.8 pp -0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 348.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 339.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 330.0 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 302.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 302.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 301.6 1.3% 5 +0.2 pp +0.1 pp -0.0 pp -0.1 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 292.0 25.9% 5 +0.3 pp -0.1 pp -0.5 pp -0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 286.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 268.5 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 262.2 13.5% 5 +0.7 pp +1.1 pp +1.4 pp +2.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 255.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 249.2 2.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 245.5 23.4% 7 +0.6 pp -3.1 pp -7.6 pp -8.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 244.9 0.4% 5 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CISCO SYSTEMS, INC. (CSCO) CIK 0000858877 0.864 6 213.1 52.6% 5 -9.0 pp -11.7 pp -1.4 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 211.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 209.4 17.1% 5 -0.0 pp -0.8 pp -0.8 pp -1.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 204.8 6.0% 5 +0.2 pp +0.1 pp +0.2 pp +0.5 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 204.6 18.7% 5 +6.5 pp +7.9 pp +7.5 pp +9.4 pp
Cohalo Advisory LLC CIK 0002056438 0.803 14 200.4 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 194.5 27.2% 5 -0.6 pp -0.2 pp -1.9 pp -0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 187.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 187.4 19.4% 5 -0.9 pp -0.3 pp -0.4 pp -0.3 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 182.0 5.7% 5 +0.5 pp +2.9 pp +3.9 pp +4.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 181.8 2.8% 5 -0.1 pp -3.6 pp -3.5 pp -4.4 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 180.8 15.7% 5 +0.5 pp +0.9 pp +1.5 pp +2.7 pp
FMR LLC CIK 0000315066 0.989 5571 179.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 176.9 2.8% 5 +0.3 pp +0.5 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 172.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 172.2 6.2% 5 +0.3 pp +0.1 pp +0.2 pp +0.3 pp
Wick Capital Partners, LLC CIK 0001904388 0.686 246 170.2 25.7% 5 +1.5 pp +2.3 pp -3.8 pp -5.5 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 168.5 11.3% 5 +0.1 pp -0.2 pp -0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 164.0 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Claar Advisors LLC CIK 0001593410 0.821 17 163.2 52.6% 5 +4.6 pp +9.4 pp +9.8 pp +11.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 159.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 158.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 137.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 135.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 125.4 1.8% 5 -0.1 pp +0.1 pp -0.3 pp -0.5 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 115.6 6.7% 5 +0.2 pp -0.3 pp -3.3 pp -3.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 115.5 2.4% 5 -0.1 pp +1.0 pp +1.0 pp +1.2 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 111.1 11.2% 5 -0.8 pp -3.1 pp -1.9 pp -1.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 99.9 9.1% 5 -0.1 pp -0.7 pp -1.0 pp -1.2 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 96.7 10.8% 5 +0.4 pp -1.9 pp -2.4 pp -2.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 93.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 91.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 89.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 89.7 15.5% 7 +3.4 pp +14.4 pp +14.8 pp +14.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 87.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 86.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 86.6 0.7% 7 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Friday Financial CIK 0002048792 0.653 108 85.9 23.0% 5 +0.2 pp -0.3 pp +0.2 pp +0.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 84.7 0.5% 5 +0.4 pp +0.4 pp +0.3 pp +0.3 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 84.1 2.9% 5 +0.6 pp +0.7 pp +0.8 pp +0.8 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 82.4 1.6% 5 -0.5 pp -0.5 pp -0.4 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 82.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 73.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 72.1 2.9% 5 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 70.5 10.7% 5 +0.6 pp +0.1 pp +0.8 pp +1.5 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 69.3 2.4% 5 -0.2 pp -0.1 pp -0.6 pp -0.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 69.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 66.8 2.4% 5 -0.2 pp -0.3 pp -0.6 pp -0.6 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 66.3 8.8% 5 +0.7 pp +0.7 pp +0.9 pp +1.1 pp
Steffes Financial, Ltd. CIK 0002110878 0.864 36 66.1 28.5% 2 -1.0 pp +28.5 pp +28.5 pp +28.5 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 66.0 8.9% 5 +0.5 pp +0.4 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 65.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 64.8 0.8% 5 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 63.5 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
&PARTNERS CIK 0000107136 0.806 2509 63.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 61.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 59.1 2.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 59.0 7.7% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 57.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 57.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
jvl associates llc CIK 0001915765 0.770 79 57.7 16.4% 5 -0.7 pp -5.9 pp -5.6 pp -5.1 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 57.1 25.0% 5 -0.8 pp -2.0 pp -3.0 pp -2.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 55.8 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 55.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 54.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 54.6 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 54.3 10.8% 5 +0.5 pp -0.1 pp -0.2 pp +1.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 54.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 54.0 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 53.8 18.0% 6 +1.0 pp +0.3 pp +0.3 pp +0.6 pp
Adventist Health System/ West CIK 0001802516 0.949 12 52.8 8.3% 4 +0.2 pp +0.2 pp -2.7 pp +8.3 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 51.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 51.4 15.8% 5 +0.9 pp +1.6 pp +0.8 pp +0.8 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 50.4 4.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 47.5 11.1% 5 +0.8 pp +0.3 pp +0.2 pp -0.2 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 47.4 1.1% 5 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
Truepoint, Inc. CIK 0001427748 0.954 160 46.5 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Financial Designs Corp CIK 0001561383 0.764 41 46.2 24.8% 5 +2.2 pp +0.9 pp +0.9 pp +2.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 46.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 45.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 45.1 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 43.9 5.9% 5 +0.3 pp +0.1 pp -0.2 pp -0.5 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 43.4 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 43.3 17.6% 3 -0.4 pp -0.1 pp +17.6 pp +17.6 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 42.8 1.8% 5 -0.2 pp -0.5 pp -0.9 pp +1.8 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 42.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 41.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 40.9 11.3% 5 +0.2 pp -0.9 pp -1.3 pp -3.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 40.4 0.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 40.4 5.0% 1 +5.0 pp -21.6 pp -21.9 pp -21.4 pp
Aspirean Wealth, LLC CIK 0002110285 0.783 20 40.2 37.3% 2 +1.2 pp +37.3 pp +37.3 pp +37.3 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 40.1 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 39.8 9.6% 5 +0.4 pp -0.1 pp +0.1 pp +0.1 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 39.2 11.3% 5 +0.6 pp +0.9 pp +2.2 pp +2.8 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 38.7 26.3% 2 +0.4 pp +26.3 pp +26.3 pp +26.3 pp
Independent Order of Foresters CIK 0001538037 0.806 2 38.4 37.4% 5 +4.7 pp -20.9 pp -20.9 pp -20.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 38.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 37.9 0.9% 5 +0.8 pp +0.9 pp +0.4 pp +0.9 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 36.9 12.5% 5 +0.9 pp +1.5 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 36.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 36.7 2.4% 5 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 36.4 1.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 36.3 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 36.2 7.6% 5 +3.2 pp +3.4 pp +3.3 pp +3.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 35.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sendero Wealth Management, LLC CIK 0001639375 0.652 209 35.4 3.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 34.4 2.5% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 34.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Trevian Wealth Management LLC CIK 0001901929 0.818 45 34.1 14.5% 5 -1.0 pp -0.2 pp -0.4 pp +1.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 34.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 33.9 0.5% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
E-Wealth Partners, LLC CIK 0002129940 0.579 59 33.8 24.5% 2 +2.1 pp +24.5 pp +24.5 pp +24.5 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 33.4 8.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 32.8 7.5% 7 +0.1 pp -1.3 pp -0.9 pp -1.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.6 0.2% 5 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 32.2 21.3% 3 +0.2 pp +0.7 pp +21.3 pp +21.3 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 31.6 4.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 31.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 31.2 1.6% 5 +0.0 pp +0.2 pp -0.0 pp -0.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 31.2 2.7% 5 -0.3 pp -0.7 pp -0.7 pp -0.9 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 31.1 4.1% 5 -0.6 pp -0.3 pp -0.4 pp -1.3 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 30.6 17.6% 5 -1.0 pp -1.2 pp -1.0 pp -0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 30.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 29.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 29.8 3.0% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 29.7 7.8% 5 -0.2 pp -0.6 pp -0.7 pp -0.9 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 29.6 0.4% 5 -0.1 pp -0.5 pp -0.5 pp -0.4 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 29.2 3.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Prism Planning Partners LLC CIK 0002110534 0.691 35 28.6 30.3% 2 +1.8 pp +30.3 pp +30.3 pp +30.3 pp
DURANTE & WATERS, LLC CIK 0001666582 0.762 31 28.1 18.4% 5 -0.4 pp -0.7 pp -0.9 pp -1.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 28.0 1.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 27.7 13.4% 5 +0.3 pp +3.0 pp +3.0 pp +2.9 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 27.4 10.1% 5 +1.2 pp +1.1 pp +0.8 pp +1.3 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 27.2 2.7% 5 -0.2 pp -0.5 pp -0.6 pp -0.8 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 27.2 11.6% 1 +11.6 pp +11.6 pp -0.5 pp -0.4 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 27.2 4.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 27.0 3.3% 5 -0.1 pp -0.4 pp -0.5 pp -0.9 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 26.7 0.5% 7 -0.5 pp -0.4 pp -0.1 pp -0.1 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 26.6 19.7% 5 +0.6 pp -0.4 pp +0.0 pp -0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 26.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 26.0 4.2% 5 +0.1 pp -0.0 pp -0.2 pp -0.4 pp
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Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 25.7 5.9% 5 +0.1 pp -0.2 pp -1.0 pp -1.4 pp
Friedenthal Financial CIK 0001598611 0.053 253 25.7 11.9% 5 +0.9 pp +0.5 pp +0.0 pp +0.7 pp
Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 25.7 12.2% 5 +1.3 pp +2.5 pp +2.7 pp +3.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 25.7 1.8% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 25.6 0.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 25.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 25.1 0.5% 5 +0.1 pp +0.2 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 25.1 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 24.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 24.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 24.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 23.2 1.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 22.9 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 22.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.7 pp
Strategic Equity Management CIK 0001843578 0.305 65 22.6 7.6% 5 +6.4 pp +6.4 pp +6.2 pp +6.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 22.5 1.3% 7 -0.1 pp -0.9 pp -0.6 pp -0.7 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 22.5 10.6% 1 +10.6 pp -0.6 pp -2.0 pp -3.5 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 22.3 2.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.1 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Finhabits Advisors LLC CIK 0002106949 0.791 15 21.8 18.4% 2 +0.1 pp +18.4 pp +18.4 pp +18.4 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 21.8 13.2% 5 +0.7 pp -1.4 pp -1.7 pp -2.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 21.6 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 21.1 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 21.0 2.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 20.9 5.6% 5 +0.5 pp +0.9 pp +1.2 pp +1.5 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 20.6 2.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.3 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 20.3 3.9% 5 -0.4 pp -0.6 pp -1.0 pp -1.5 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 19.8 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 19.6 4.8% 5 +0.1 pp -0.4 pp -0.6 pp -0.9 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 19.5 0.4% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 19.4 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 19.1 1.4% 7 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 19.0 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 18.7 3.1% 5 +0.2 pp -0.1 pp -0.3 pp -0.5 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 18.6 0.7% 6 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 18.4 1.7% 7 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.3 0.3% 7 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 18.3 2.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 18.2 10.4% 5 +0.5 pp -0.3 pp -0.5 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 18.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 17.9 6.1% 3 +5.6 pp +5.6 pp +6.1 pp +6.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 17.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJBENEN ADVISORY, LLC CIK 0001813225 0.608 29 17.7 10.5% 2 +3.2 pp +10.5 pp +10.5 pp +10.5 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 17.5 6.5% 5 +2.9 pp +2.1 pp +0.2 pp +0.8 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 17.3 2.6% 5 +0.6 pp +0.7 pp +0.4 pp +0.3 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 17.2 5.2% 5 +0.3 pp -3.5 pp -3.3 pp -1.7 pp
Cosner Financial Group, LLC CIK 0001674627 0.733 37 17.1 8.8% 5 -2.1 pp -2.4 pp -2.7 pp -2.5 pp
Evansbrook LLC CIK 0002069478 0.385 127 17.0 10.1% 2 +0.6 pp +10.1 pp +10.1 pp +10.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 16.9 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 16.6 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 16.6 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 16.4 1.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 16.1 2.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 16.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 15.7 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 15.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
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CHOREO, LLC CIK 0001679031 0.797 1690 15.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 15.2 5.9% 5 -0.6 pp -0.6 pp +0.6 pp +1.4 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 15.1 2.7% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 15.0 11.8% 5 +1.2 pp +2.0 pp +2.8 pp +3.4 pp
HBE Wealth Management, LLC CIK 0002104442 0.580 59 15.0 10.8% 2 +1.0 pp +10.8 pp +10.8 pp +10.8 pp
Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 14.9 6.8% 5 +0.3 pp +0.0 pp +0.3 pp +0.3 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 14.9 10.2% 2 +0.9 pp +10.2 pp +10.2 pp +10.2 pp
King Wealth Management Group CIK 0001568235 0.741 176 14.8 1.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 14.8 6.9% 2 +0.3 pp +6.9 pp +6.9 pp +6.9 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 14.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 14.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 13.9 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 13.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 13.6 3.3% 5 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
Argent Trust Co CIK 0001625292 0.533 769 13.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 13.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 13.3 5.3% 5 -0.1 pp -0.8 pp -2.0 pp -2.2 pp
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Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 13.2 6.5% 5 -0.5 pp -0.9 pp -1.5 pp -7.9 pp
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Sage Mountain Advisors LLC CIK 0001832274 0.872 304 13.1 0.8% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 13.1 2.1% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 13.1 2.4% 4 -0.0 pp -0.3 pp -0.3 pp +2.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 13.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 12.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.8 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 12.4 2.3% 5 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 12.4 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 12.3 9.9% 6 -0.4 pp -1.1 pp -1.7 pp -1.2 pp
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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 12.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 11.6 0.9% 5 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.0 0.2% 1 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
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CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 10.7 2.8% 5 +0.7 pp +0.6 pp +0.6 pp +0.6 pp
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71 West Capital Partners CIK 0002111530 0.838 382 10.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 3.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 3.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 3.8 2.5% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 3.8 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
Climber Capital SA CIK 0002011229 0.279 64 3.8 2.3% 3 -0.1 pp -0.3 pp +2.3 pp -0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tenon Financial LLC CIK 0002020781 0.850 61 3.7 1.2% 5 -0.1 pp -0.2 pp -0.5 pp -0.1 pp
Rubicon Advisors, GP CIK 0002114679 0.116 86 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 3.6 0.3% 5 -0.0 pp -0.3 pp -0.5 pp +0.1 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 3.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.6 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 3.6 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 3.5 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.5 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 3.5 1.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.9 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.5 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.5 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 3.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 3.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.4 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 3.4 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 3.4 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 3.4 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 3.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Range Advisory, LLC CIK 2152629 0.575 342 3.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Curi Capital, LLC CIK 0001332905 0.547 888 3.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 3.3 1.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 3.3 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 3.3 0.9% 5 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
WealthCollab, LLC CIK 0002017870 0.550 969 3.3 1.2% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 3.2 1.2% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 3.2 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 3.2 0.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Essex Bank CIK 0001752212 0.260 318 3.2 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Snider Financial Group CIK 0001820681 0.424 103 3.1 0.8% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
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Tranquility Partners, LLC CIK 0001783773 0.246 232 3.1 1.1% 5 +0.1 pp +0.1 pp +0.3 pp +0.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 3.1 0.3% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Financial Architects, LLC CIK 0002008540 0.807 24 3.0 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 3.0 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 2.9 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 2.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
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Keel Point, LLC CIK 0001386935 0.645 514 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.9 0.5% 4 -0.1 pp -0.3 pp -0.4 pp +0.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 2.9 0.6% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 2.9 0.8% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 2.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Asempa Wealth Advisors CIK 0002099967 0.192 115 2.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
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Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 2.7 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 2.6 1.0% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
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Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 2.6 0.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.1 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 1.8 0.9% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
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Finley Financial, LLC CIK 0002047823 0.690 110 1.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Clayton Financial Group LLC CIK 0002011212 0.402 65 1.7 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
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Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.7 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.7 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Somerset Trust Co CIK 0001597099 0.266 186 1.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Visionary Wealth Advisors CIK 0001802984 0.494 666 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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COMMERCE BANK CIK 0001009076 0.853 1332 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 1.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 1.6 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
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WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 1.6 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 1.6 1.3% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Base Wealth Management LLC CIK 0002083977 0.493 66 1.5 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LCNB CORP (LCNB) CIK 0001074902 0.389 184 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -1.5 pp
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Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 3 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp -2.0 pp -0.5 pp +0.0 pp
Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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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
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Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -1.5 pp -1.7 pp -1.7 pp
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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
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -3.8 pp -4.2 pp -4.4 pp -4.8 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -2.1 pp -2.0 pp -1.8 pp -1.7 pp
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Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -1.6 pp -1.7 pp -1.9 pp -1.9 pp
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FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BetterWealth, LLC CIK 0001911702 0.869 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.3 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp -4.9 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 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
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.1 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 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 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.5 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
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 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
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -13.1 pp -13.3 pp -13.4 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.3 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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 -0.5 pp -0.6 pp -0.6 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp +0.0 pp -0.1 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
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 -0.4 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 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
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.8 pp
Salvus Wealth Management, LLC CIK 0001809236 0.164 125 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
Manuka Financial, LLC CIK 0002049064 0.635 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.2 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 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 -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -8.8 pp -8.9 pp -9.7 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -13.2 pp -21.8 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
American Wealth Advisors, LLC CIK 0002095589 0.657 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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 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 (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