Signals

← Signals

☆IUSB

1063 in-universe funds with a nonzero position in IUSB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#110
Score / z1.872 / 2.23
Consensus318.29 over 647 funds
Momentumno 12m return

Price & positioning

251 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 8,307.5 2.0% 5 +0.3 pp +0.3 pp +0.3 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4,051.5 1.6% 5 -0.1 pp -0.6 pp -0.6 pp -0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,786.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,869.2 0.6% 5 +0.1 pp +0.1 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 2,328.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,542.4 0.8% 1 +0.8 pp +0.8 pp +0.0 pp +0.0 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 1,432.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 957.3 1.0% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 781.7 3.7% 5 +0.5 pp +1.7 pp +1.7 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 663.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 615.5 0.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 601.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 526.4 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 391.2 3.3% 5 -0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 254.9 6.8% 5 -0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 253.0 1.4% 5 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 247.2 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 246.3 4.8% 5 -1.3 pp -0.5 pp -0.5 pp -1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 236.8 1.3% 5 +0.1 pp +0.2 pp -0.0 pp -0.3 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 236.3 7.8% 3 -0.7 pp +7.6 pp +7.8 pp +7.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 230.5 2.4% 5 +0.2 pp +0.3 pp +0.2 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 230.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 221.0 6.9% 5 -0.8 pp -0.9 pp -0.9 pp -0.6 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 211.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 179.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 177.3 3.8% 5 -0.3 pp -0.5 pp -0.0 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 167.8 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 162.4 5.6% 5 +0.9 pp +1.1 pp +0.5 pp -1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 152.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 148.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 146.1 0.7% 5 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 136.0 28.3% 5 -2.4 pp -1.7 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 129.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 119.8 0.9% 5 -0.0 pp +0.1 pp -0.1 pp -1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 110.9 0.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 110.7 0.1% 2 -0.0 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 106.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 102.6 5.2% 3 -0.7 pp -0.9 pp +5.2 pp +5.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 99.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 93.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 91.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 82.6 7.1% 5 -0.6 pp -0.4 pp -0.0 pp -0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 76.5 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 74.6 3.0% 5 -0.5 pp +0.2 pp +0.1 pp -0.7 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 72.0 1.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 71.9 0.8% 4 +0.6 pp +0.6 pp +0.6 pp +0.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 69.2 6.2% 5 +0.4 pp +0.6 pp +1.6 pp +1.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 67.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 66.1 8.2% 5 -0.7 pp -0.8 pp -1.2 pp -1.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 65.9 4.0% 5 +0.9 pp +1.1 pp +0.9 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 63.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 63.5 1.7% 5 +0.1 pp -0.0 pp -0.0 pp -0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 63.3 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 62.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 60.1 8.0% 5 -0.1 pp +1.2 pp +0.1 pp -1.5 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 59.0 2.9% 5 +0.0 pp +0.4 pp +0.7 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 56.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 55.4 6.7% 5 +0.6 pp +0.7 pp +0.1 pp -1.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 55.4 0.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 54.3 5.5% 2 +0.9 pp +5.5 pp +5.5 pp +5.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 53.6 1.7% 6 +0.2 pp +0.3 pp -0.3 pp -0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 53.5 0.8% 7 -0.1 pp -0.1 pp +0.0 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 52.9 1.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 51.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stash Investments, LLC CIK 0002008308 0.898 17 51.1 16.5% 5 -1.2 pp -1.1 pp -1.0 pp -1.1 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 50.7 7.6% 5 -1.7 pp -4.8 pp -3.8 pp -3.7 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 50.3 1.8% 2 +1.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 49.4 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 47.3 5.3% 3 -0.3 pp -0.1 pp +5.3 pp +5.3 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 47.0 7.6% 5 -0.2 pp +0.7 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 46.5 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 46.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 46.2 2.3% 5 +0.2 pp +0.4 pp +1.0 pp +0.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 46.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 44.3 4.9% 5 +0.5 pp -0.1 pp +2.6 pp +4.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 44.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 43.2 5.7% 5 +2.1 pp +1.7 pp +1.8 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 42.4 0.3% 7 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 42.1 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 41.8 2.1% 5 +0.4 pp +0.4 pp +0.3 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 41.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 40.6 0.6% 1 +0.6 pp +0.1 pp +0.2 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 40.1 1.2% 5 -0.2 pp +0.5 pp +0.5 pp -1.9 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 39.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.3 0.1% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 38.5 3.2% 5 +0.7 pp +1.0 pp +1.1 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 38.4 0.5% 6 +0.0 pp +0.1 pp +0.2 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 38.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 37.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 36.3 9.9% 5 -0.2 pp +0.4 pp +0.6 pp -0.5 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 36.2 5.9% 5 -0.8 pp -0.2 pp -0.2 pp -0.2 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 35.9 10.7% 5 -0.7 pp -0.3 pp -0.2 pp -0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 35.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 35.1 4.0% 5 +0.7 pp +0.9 pp +0.6 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 35.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 33.9 5.0% 5 +0.7 pp +0.8 pp +0.9 pp +0.5 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 33.6 11.1% 5 -0.7 pp -0.6 pp -0.8 pp -0.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 33.3 0.9% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 33.0 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 32.7 0.5% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 32.3 1.7% 5 +0.4 pp +0.4 pp +0.5 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 30.7 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 30.0 9.4% 5 +0.4 pp +1.7 pp +1.8 pp +1.6 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 29.5 7.6% 5 +0.9 pp +0.6 pp -0.5 pp -1.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 28.7 3.2% 5 +1.1 pp +1.2 pp +1.4 pp +0.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 28.4 2.8% 5 +0.5 pp +0.5 pp +0.1 pp -0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 28.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 27.1 6.3% 5 +0.7 pp +0.8 pp +0.6 pp -0.6 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 26.0 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 25.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 25.3 4.3% 4 -0.1 pp +1.9 pp +4.1 pp +4.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 24.6 2.1% 5 +0.0 pp +0.1 pp -0.4 pp -0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 22.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 22.1 1.5% 5 +0.3 pp +0.2 pp +0.2 pp -0.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 21.6 3.5% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 21.3 0.5% 5 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 21.0 7.2% 5 -0.2 pp -0.2 pp -0.7 pp -2.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 20.2 2.4% 5 -0.4 pp -0.3 pp -0.1 pp -0.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 20.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 19.8 1.5% 5 +0.3 pp +0.4 pp +0.3 pp -0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.7 0.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 19.4 4.7% 5 +0.6 pp +1.1 pp +0.5 pp -1.3 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 19.3 1.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 19.3 5.0% 6 +0.5 pp +0.7 pp +0.4 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 18.5 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.6 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 18.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 18.3 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 18.1 1.9% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 17.4 2.5% 5 +0.0 pp -0.2 pp +0.1 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 17.2 6.4% 5 -0.2 pp -0.3 pp -0.8 pp -1.6 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 17.1 4.9% 5 +1.2 pp +1.5 pp +0.3 pp -0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 16.7 1.9% 5 -0.3 pp -0.5 pp +0.9 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 16.5 1.0% 5 +0.1 pp +0.2 pp +0.0 pp -0.3 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 16.4 4.9% 5 -0.4 pp -0.4 pp -0.5 pp -0.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 16.4 1.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 16.4 3.0% 5 -0.3 pp -0.4 pp -0.5 pp -0.7 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 16.2 5.9% 6 +2.2 pp +2.3 pp +2.1 pp +1.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.8 2.0% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 15.4 1.9% 5 +0.4 pp +0.5 pp +0.6 pp +1.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 15.4 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 15.2 6.1% 6 -0.6 pp -0.5 pp -0.5 pp -0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 15.0 2.0% 5 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 14.9 3.4% 7 -0.5 pp -0.4 pp -0.5 pp -0.8 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 14.7 1.3% 5 +0.2 pp +0.3 pp +0.3 pp -0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 14.7 2.7% 5 -0.2 pp +0.4 pp +0.0 pp -0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 14.3 3.2% 5 +0.9 pp +0.8 pp +0.7 pp +0.6 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 14.1 5.1% 5 -0.3 pp -0.2 pp -0.1 pp -0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 14.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 14.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 13.8 6.4% 5 -0.6 pp -0.5 pp +0.5 pp -0.3 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 13.6 3.9% 5 +0.3 pp +0.4 pp +0.2 pp -0.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 13.4 3.4% 5 -1.3 pp -0.8 pp +1.0 pp +0.6 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 13.2 1.6% 5 -0.2 pp -0.3 pp -0.7 pp -0.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 13.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 12.9 2.0% 5 +0.5 pp +0.6 pp +0.5 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 12.8 1.8% 5 +0.2 pp +0.3 pp +0.3 pp -0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 12.6 1.1% 5 -0.3 pp -0.6 pp -0.5 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.2 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 12.1 1.8% 5 +0.7 pp +0.6 pp +0.8 pp +0.5 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.8 3.8% 4 -0.5 pp -0.6 pp -0.1 pp +3.8 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 11.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 11.7 6.7% 5 +2.5 pp +3.6 pp +3.9 pp +4.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 11.2 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp -0.3 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 11.1 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 11.0 3.1% 5 -0.6 pp -0.6 pp -0.3 pp -0.7 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.8 0.9% 5 +0.2 pp +0.1 pp -1.0 pp -1.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.8 0.5% 5 -0.4 pp -0.3 pp -0.1 pp -0.1 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 10.7 2.9% 5 -0.3 pp -0.2 pp +0.1 pp -0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 10.6 0.9% 5 -0.3 pp -0.6 pp -0.6 pp -0.8 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 10.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 10.1 3.5% 5 -0.2 pp +0.0 pp +0.2 pp +0.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 9.8 2.1% 5 -0.2 pp -0.0 pp -0.1 pp -0.4 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 9.8 1.2% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 9.8 6.3% 2 +0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 9.6 1.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.6 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 9.6 1.9% 5 -0.2 pp -0.0 pp -0.1 pp -0.2 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 9.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆New Capital Management LP CIK 0001696731 0.833 60 9.1 2.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
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☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 8.9 5.3% 2 +2.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 8.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 8.8 1.7% 5 -0.2 pp +0.2 pp +0.4 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 8.4 6.5% 6 +0.8 pp +1.0 pp +0.5 pp -0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.3 0.2% 7 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 8.1 0.7% 5 -0.6 pp -0.1 pp -0.1 pp -0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 8.1 2.8% 5 +0.6 pp +0.7 pp +0.8 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 8.0 6.9% 2 +1.1 pp +6.9 pp +6.9 pp +6.9 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 8.0 2.6% 5 +0.5 pp +0.5 pp +0.3 pp -0.5 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 8.0 6.7% 2 +1.0 pp +6.7 pp +6.7 pp +6.7 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 7.9 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.8 0.4% 7 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.8 0.4% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 7.7 0.6% 5 -0.1 pp -0.1 pp +0.3 pp -0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.6 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 7.4 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 7.4 2.3% 5 +0.9 pp +1.0 pp +1.1 pp +0.6 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 7.3 2.1% 5 -2.2 pp -2.1 pp -0.3 pp -0.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 7.2 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -1.2 pp
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☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.1 4.4% 5 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.1 1.7% 5 +0.0 pp +0.1 pp +0.1 pp -0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 6.9 0.7% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆SWMG, LLC CIK 0001839255 0.473 100 6.9 1.6% 5 +0.3 pp +0.2 pp -0.1 pp -0.8 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 6.9 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 6.8 6.5% 2 -0.7 pp +6.5 pp +6.5 pp +6.5 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 6.7 0.7% 4 -0.1 pp -0.0 pp +0.1 pp +0.7 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 6.5 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 6.4 3.4% 5 -0.2 pp -1.5 pp -1.6 pp -2.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.2 1.5% 5 +0.5 pp +0.6 pp +0.3 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 6.2 3.2% 5 -0.3 pp -0.6 pp -0.6 pp -0.1 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 6.1 3.6% 5 -0.0 pp +0.3 pp +0.2 pp -0.0 pp
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☆Park Place Capital Corp CIK 0001965810 0.369 1092 6.0 0.9% 5 -0.0 pp +0.0 pp +0.4 pp +0.9 pp
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☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 5.8 2.9% 5 +0.8 pp +1.1 pp +1.0 pp +0.8 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 5.6 1.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.0 pp
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☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 4.8 1.7% 5 -0.4 pp -0.2 pp -0.0 pp -0.2 pp
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☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 4.6 1.2% 5 -0.0 pp +0.4 pp +0.6 pp -0.3 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 4.6 2.5% 5 +0.5 pp +0.7 pp +0.5 pp +0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.1 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.9 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
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☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.8 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CV Advisors LLC CIK 0001872254 0.581 133 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆SMART Wealth LLC CIK 0002044723 0.032 222 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Strategic Equity Management CIK 0001843578 0.305 65 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.3 pp -1.3 pp -1.5 pp -1.7 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
☆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
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 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 -0.5 pp -0.4 pp -0.5 pp -0.5 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 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 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +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% 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
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 0.0 0.0% 0 +0.0 pp -1.8 pp -1.8 pp -1.8 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -1.3 pp -1.4 pp -1.5 pp -1.7 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -9.0 pp -9.4 pp -11.4 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -2.7 pp -2.8 pp -2.8 pp -2.9 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -1.0 pp -1.1 pp -1.3 pp -1.6 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.1 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
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -9.2 pp -3.7 pp -3.4 pp -4.2 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 0 -0.0 pp +0.0 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 -0.0 pp -0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -2.3 pp -1.9 pp -1.8 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -1.5 pp -1.1 pp -0.6 pp -0.8 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.8 pp
☆Capital Developers, LLC CIK 0002105385 0.522 52 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -1.5 pp +0.0 pp -1.7 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 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
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -1.2 pp -1.1 pp -1.2 pp -1.6 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.8 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.6 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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 -0.6 pp -0.8 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -1.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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 (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