Signals

← Signals

☆BIV

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

Flow ranking

Rank#47
Score / z3.595 / 4.58
Consensus308.09 over 585 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-30% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,436.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,226.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 704.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 693.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 490.0 0.0% 3 -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 489.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 469.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 372.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 352.9 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 307.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 275.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 243.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 238.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 183.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 169.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 152.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 151.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 148.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 143.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 142.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 140.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 127.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 126.1 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 117.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diana Davis Spencer Foundation CIK 0001633391 0.565 2 110.3 37.8% 1 +37.8 pp +37.8 pp +37.8 pp +37.8 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 104.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 102.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 102.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 99.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 98.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆American Trust CIK 0001905128 0.729 334 82.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 75.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 71.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 67.6 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 64.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 62.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 62.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WIT, LLC CIK 0001840025 0.965 24 60.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 59.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 54.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 52.6 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 50.6 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 46.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 46.4 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 45.1 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 43.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 42.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 42.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 41.9 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 41.6 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 40.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 40.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 40.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 39.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 37.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 37.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 37.1 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 36.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 36.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 34.7 0.0% 1 +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 34.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 34.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 34.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 33.7 26.6% 1 +26.6 pp +26.6 pp +26.6 pp +26.6 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 33.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 32.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 32.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 32.4 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 30.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 30.1 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 30.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 29.5 16.1% 2 -3.6 pp +16.1 pp +16.1 pp +16.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 29.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 28.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 27.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 27.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 26.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 25.3 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 25.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 24.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 24.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 24.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 24.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 24.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 23.6 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 23.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 21.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 21.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 21.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 20.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 20.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 20.4 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 20.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 19.5 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 19.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 18.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 18.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Human Investing LLC CIK 0001767513 0.861 105 17.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 17.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 17.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 17.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 17.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 16.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 16.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 16.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 16.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 16.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 15.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 15.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 15.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 15.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 14.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 14.6 2.0% 3 -0.3 pp -0.3 pp +2.0 pp +2.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 14.4 7.7% 3 +2.7 pp +3.4 pp +7.7 pp +7.7 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 14.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 14.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 13.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 13.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 13.2 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 12.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 12.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 12.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆City State Bank CIK 0001910666 0.322 809 12.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 11.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 11.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 11.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 11.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 11.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 10.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 10.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 10.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 10.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 10.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Safir Wealth Advisors, LLC CIK 0001830103 0.859 17 10.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 10.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 9.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 9.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 9.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 9.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Verde Capital Management CIK 0001802891 0.578 80 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 9.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 8.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 8.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 8.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 8.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 7.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 7.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 7.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 7.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 7.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 7.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 7.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 7.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Compass Planning Associates Inc CIK 0002046823 0.797 33 7.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 7.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆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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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TrueWealth Financial Partners CIK 0001908108 0.649 28 6.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 6.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 5.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 5.0 1.4% 3 -0.4 pp -0.0 pp +1.4 pp +1.4 pp
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☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Jacobsen Capital Management CIK 0001782491 0.692 126 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 4.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Centennial Bank/AR/ CIK 0001994744 0.261 341 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Manuka Financial, LLC CIK 0002049064 0.636 55 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bensler, LLC CIK 0001965941 0.354 198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Legacy Trust CIK 0001772483 0.355 210 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Apexium Financial, LP CIK 0001765285 0.880 288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆United Community Bank CIK 0002000314 0.267 534 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Essex Bank CIK 0001752212 0.260 318 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Friday Financial CIK 0002048792 0.653 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC CIK 0002054680 0.473 36 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 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 0.1 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 3 -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
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 -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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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
☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 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
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 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
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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
☆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
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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
☆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
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 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
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +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% 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
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 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
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 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
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 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% 2 -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
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 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
☆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
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.1 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 BIV). Qtrs Held counts distinct quarters this fund has actually held BIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIV position size. Δ columns are the percentage-point change in BIV'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