Signals

← Signals

☆IUSB

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

Flow ranking

Rank#23721
Score / z-0.375 / -0.50
Consensus178.93 over 354 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,245.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,077.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,872.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,183.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,001.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,124.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 1,082.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 868.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 649.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 580.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 505.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 419.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 402.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 310.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 201.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 200.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 192.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 190.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 189.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 189.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 153.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 150.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 137.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 133.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 130.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 127.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 127.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 125.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 120.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 115.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 112.6 28.3% 1 +28.3 pp +28.3 pp +28.3 pp +28.3 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 110.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 97.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 87.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 78.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 77.1 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 74.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 74.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 72.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 69.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 68.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 66.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 61.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 61.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 60.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 59.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 57.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 55.6 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 55.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 54.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 53.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 52.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 51.7 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 51.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 51.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 50.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 48.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 47.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 46.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 44.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 43.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 42.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 41.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 41.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 39.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 37.0 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 37.0 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 35.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 34.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 34.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 33.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 32.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 31.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 31.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 31.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 31.1 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 30.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 29.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 28.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 27.8 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 27.6 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Invst, LLC CIK 0001867587 0.314 343 27.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.5 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 27.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 26.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 25.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 25.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 24.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 23.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 23.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 23.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 23.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 23.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 21.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 21.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 20.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 20.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 19.8 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 19.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 19.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 19.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 19.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 18.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 17.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 17.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 17.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 17.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 16.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 16.3 4.2% 3 -0.7 pp -0.8 pp +4.2 pp +4.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 16.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 16.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 16.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 15.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 15.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 15.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 15.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 15.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 14.9 5.1% 2 -0.8 pp +5.1 pp +5.1 pp +5.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 14.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 14.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 14.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 14.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 13.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 13.3 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 13.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 12.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 12.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 12.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 11.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 11.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 11.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 10.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 10.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EWA, LLC CIK 0001835252 0.457 332 10.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 10.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 9.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 9.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 8.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 8.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 8.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 8.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 7.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 7.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 7.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆New Capital Management LP CIK 0001696731 0.833 60 6.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 6.8 7.2% 2 -0.7 pp +7.2 pp +7.2 pp +7.2 pp
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☆Hoese & Co LLP CIK 0001840268 0.583 183 6.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 5.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆BOS Asset Management, LLC CIK 0001965814 0.309 204 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Americana Partners, LLC CIK 0001797678 0.514 596 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.7 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.7 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPWM LLC CIK 0001801101 0.514 98 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆EQ LLC CIK 0001757605 0.412 87 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BCS Wealth Management CIK 0001798172 0.420 270 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +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
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 IUSB). Qtrs Held counts distinct quarters this fund has actually held IUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IUSB position size. Δ columns are the percentage-point change in IUSB'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