Signals

← Signals

☆TOTL

442 in-universe funds with a nonzero position in TOTL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#673
Score / z0.234 / 0.19
Consensus121.25 over 232 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-95% / 1.0d

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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 549.1 0.0% 4 +0.0 pp -0.0 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 270.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 224.3 4.5% 4 +0.1 pp -0.1 pp -0.4 pp +4.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 216.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 163.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 163.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 100.9 5.3% 4 +0.1 pp -0.0 pp -0.3 pp +5.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 86.3 0.0% 4 -0.0 pp +0.0 pp +0.0 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 85.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 78.7 1.4% 4 -0.2 pp -0.3 pp -1.8 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 55.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 54.8 5.5% 4 +0.5 pp +0.8 pp +1.0 pp +5.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 54.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 52.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 43.8 13.5% 4 +0.7 pp +0.8 pp +1.8 pp +13.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 32.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 28.8 4.8% 2 +0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 27.2 0.8% 4 -0.0 pp -0.9 pp -0.9 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 26.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 26.1 2.1% 4 +0.2 pp +0.1 pp +0.2 pp +2.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 25.7 7.6% 6 -0.1 pp -0.0 pp -0.2 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 24.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 21.5 1.3% 4 +0.2 pp +0.3 pp +0.3 pp +1.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 21.3 2.4% 4 -0.1 pp -0.2 pp -0.4 pp +2.4 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 20.4 1.8% 4 +1.1 pp +1.2 pp +1.2 pp +1.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 20.4 1.5% 4 -0.0 pp +0.2 pp +0.1 pp +1.5 pp
☆LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 20.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 18.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 16.3 2.2% 4 +0.0 pp -0.0 pp -0.1 pp +2.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.1 5.1% 4 +0.1 pp -0.7 pp -0.5 pp +5.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 13.4 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 12.8 4.4% 4 -0.9 pp -0.6 pp -0.6 pp +4.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.7 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 12.6 0.8% 4 +0.2 pp +0.4 pp +0.4 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 11.1 9.3% 4 -0.3 pp -0.4 pp -0.7 pp +9.3 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 10.9 6.1% 4 +0.1 pp +1.7 pp +1.3 pp +6.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Finivi Inc. CIK 0002101641 0.183 111 10.5 5.7% 2 +0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 10.4 2.4% 4 +0.0 pp +0.1 pp -0.0 pp +2.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 10.1 1.2% 4 +0.2 pp +0.1 pp -0.0 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 9.2 0.8% 4 +0.2 pp +0.2 pp +0.1 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 8.9 2.3% 4 +0.2 pp +0.3 pp +0.4 pp +2.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 8.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.0 1.9% 4 -0.1 pp -0.3 pp -0.5 pp +1.9 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 6.8 3.2% 4 -0.1 pp -0.2 pp +0.1 pp +3.2 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 6.7 3.9% 4 -0.3 pp -0.4 pp -0.9 pp +3.9 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.1 3.0% 4 +0.8 pp +1.0 pp +0.7 pp +3.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 6.1 0.8% 4 -0.3 pp -0.7 pp -0.9 pp +0.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.8 0.4% 4 -0.1 pp -0.3 pp -0.3 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 5.6 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 5.6 2.0% 4 -0.0 pp -0.0 pp -0.1 pp +2.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.9 1.9% 4 +0.3 pp +0.2 pp +0.2 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 4.4 3.0% 2 +2.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 4.3 1.2% 4 +0.1 pp +0.3 pp +0.6 pp +1.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.1 1.8% 4 -0.0 pp +0.0 pp +0.0 pp +1.8 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 3.8 3.3% 4 +0.1 pp +0.3 pp +0.3 pp +3.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Private Wealth Management LLC CIK 0002056550 0.356 60 3.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 3.6 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 3.6 1.0% 4 +0.1 pp -0.0 pp +0.0 pp +1.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.5 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 3.4 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.4 2.5% 4 +0.0 pp +0.1 pp +0.0 pp +2.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.2 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.1 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 2.9 4.6% 2 -0.9 pp +4.6 pp +4.6 pp +4.6 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 2.8 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.7 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 2.3 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.3 2.3% 4 -0.1 pp +0.0 pp -0.1 pp +2.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 2.2 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.2 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.1 1.6% 3 -0.1 pp +1.2 pp +1.6 pp +1.6 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.1 1.0% 4 -0.2 pp -0.2 pp -0.6 pp +1.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.0 0.1% 4 -0.2 pp -0.5 pp -1.5 pp +0.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 1.8 1.0% 3 +0.6 pp +0.7 pp +1.0 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.7 0.8% 4 +0.0 pp +0.4 pp +0.4 pp +0.8 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 1.7 0.2% 4 -0.4 pp -0.8 pp -0.9 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.6 1.0% 4 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Jefferson Bridge Capital, LLC CIK 0002102009 0.226 53 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 1.5 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 1.5 0.4% 5 -0.0 pp -0.6 pp -0.8 pp -1.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.4 0.4% 4 +0.1 pp +0.0 pp +0.1 pp +0.4 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 1.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 4 +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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp -1.4 pp -1.7 pp +0.0 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 0.0 0.0% 0 -9.8 pp -11.3 pp -11.7 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆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
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp -1.2 pp -0.8 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -1.7 pp -1.8 pp -1.9 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.3 pp -0.1 pp -0.4 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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 +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 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 -0.2 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 TOTL). Qtrs Held counts distinct quarters this fund has actually held TOTL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TOTL position size. Δ columns are the percentage-point change in TOTL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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