Signals

VB

2639 in-universe funds with a nonzero position in VB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#390
Score / z0.562 / 0.49
Consensus778.69 over 1493 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+8% / 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 5,666.5 0.4% 5 -0.0 pp -0.0 pp -0.0 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 2,106.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,577.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,154.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 925.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 871.9 1.3% 4 +0.0 pp -0.1 pp -0.2 pp +1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 870.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 763.2 0.4% 4 -0.0 pp -0.1 pp -0.9 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 741.8 1.3% 4 +0.0 pp -0.0 pp +0.0 pp +1.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 589.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 580.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 575.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 547.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 533.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 514.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 508.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 467.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 457.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 444.4 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 322.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 312.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 307.8 0.0% 4 +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 307.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 298.8 8.3% 4 +1.4 pp +1.5 pp +4.5 pp +8.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 294.7 6.2% 4 +0.3 pp +0.4 pp +0.6 pp +6.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 256.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 251.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 238.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 236.8 3.6% 4 +3.6 pp +3.6 pp +3.5 pp +3.6 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 232.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 227.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 214.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 212.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 197.7 4.6% 3 +0.1 pp -0.0 pp +4.6 pp +4.6 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 192.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 177.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 176.4 3.5% 4 -0.1 pp +0.5 pp +0.6 pp +3.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 170.6 3.2% 4 +0.8 pp +1.8 pp +2.1 pp +3.2 pp
DAVIS R M INC CIK 0000891287 0.824 280 159.1 2.8% 4 +0.2 pp +0.5 pp +0.6 pp +2.8 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 158.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 154.6 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 148.6 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 145.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 143.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 137.5 1.3% 4 -0.5 pp -0.7 pp -0.5 pp +1.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 133.5 1.0% 4 +0.0 pp +0.0 pp -0.3 pp +1.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 125.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 124.7 4.6% 3 +3.3 pp +3.3 pp +4.6 pp +4.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 121.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 120.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 120.1 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 115.7 8.6% 4 +0.2 pp +0.8 pp +0.4 pp +8.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 113.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 109.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 105.2 0.8% 4 +0.0 pp -0.2 pp -0.2 pp +0.8 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 102.3 2.3% 4 +0.0 pp +0.0 pp -0.2 pp +2.3 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 98.4 6.1% 4 +0.3 pp +0.4 pp +0.4 pp +6.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 98.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 97.2 8.5% 4 +0.1 pp +0.2 pp -0.1 pp +8.5 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 96.8 6.2% 4 +1.4 pp +1.3 pp +0.7 pp +6.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 96.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 96.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 91.8 1.7% 4 -0.0 pp -0.0 pp +0.1 pp +1.7 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 91.8 2.0% 4 -0.0 pp -0.1 pp +0.0 pp +2.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 83.8 1.0% 4 -0.0 pp -0.0 pp +0.2 pp +1.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 82.8 5.9% 4 -0.4 pp -0.4 pp -0.2 pp +5.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 81.3 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 74.5 2.2% 4 -0.1 pp +0.0 pp +0.1 pp +2.2 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 73.8 1.5% 4 +0.0 pp -0.1 pp +0.2 pp +1.5 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 73.3 12.6% 4 +0.4 pp -0.1 pp -0.4 pp +12.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 73.3 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 70.1 0.1% 5 +0.0 pp -0.4 pp -0.0 pp -0.0 pp
WIT, LLC CIK 0001840025 0.965 24 69.2 1.3% 4 -0.1 pp -0.2 pp -0.1 pp +1.3 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 68.2 2.7% 4 +0.1 pp +0.3 pp +0.5 pp +2.7 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 68.1 6.9% 4 +0.2 pp -0.0 pp -0.0 pp +6.9 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 67.8 3.0% 4 +0.0 pp +0.0 pp +0.1 pp +3.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 66.9 7.0% 4 +0.1 pp +0.1 pp -0.2 pp +7.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 63.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 61.3 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 60.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 57.5 0.6% 4 +0.3 pp +0.2 pp +0.3 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 55.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 55.5 1.8% 4 +0.1 pp +0.1 pp +0.0 pp +1.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 55.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 55.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 54.3 7.3% 4 +0.0 pp -0.2 pp -0.4 pp +7.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 53.6 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 52.0 1.2% 4 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 51.1 1.3% 4 +0.0 pp +0.1 pp +0.2 pp +1.3 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 51.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 50.1 7.6% 4 -3.0 pp -2.8 pp -3.7 pp +7.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 49.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
American Trust CIK 0001905128 0.729 334 49.3 4.4% 4 +0.3 pp +0.3 pp +0.1 pp +4.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 46.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
CX Institutional CIK 0001737089 0.437 1568 46.4 1.4% 4 -0.4 pp -0.4 pp -0.3 pp +1.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 45.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
MilWealth Group LLC CIK 0001972750 0.908 82 45.3 10.8% 4 +0.2 pp +0.2 pp +0.4 pp +10.8 pp
Ballast, Inc. CIK 0001730477 0.553 156 45.0 10.4% 2 +0.2 pp +10.4 pp +10.4 pp +10.4 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 44.6 3.7% 4 +0.2 pp +0.1 pp +0.2 pp +3.7 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 44.1 2.6% 4 +0.0 pp +0.5 pp +0.5 pp +2.6 pp
AMG National Trust Bank CIK 0001388829 0.744 439 43.9 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 43.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 43.2 4.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 43.1 2.9% 4 +0.1 pp +0.2 pp +0.4 pp +2.9 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 42.9 2.9% 4 +0.1 pp -0.0 pp +0.1 pp +2.9 pp
&PARTNERS CIK 0000107136 0.806 2509 42.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 42.2 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.9 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 40.7 6.0% 4 +0.0 pp +0.2 pp -0.4 pp +6.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 40.5 0.6% 4 -0.1 pp -0.2 pp +0.1 pp +0.6 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 40.4 10.7% 4 +0.6 pp +0.6 pp +0.5 pp +10.7 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 40.2 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Wealthquest Corp CIK 0001632968 0.872 177 39.2 3.0% 3 +0.0 pp -0.1 pp +3.0 pp +3.0 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 39.0 21.2% 4 +0.5 pp +0.2 pp -0.1 pp +21.2 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 38.9 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 38.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 38.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 37.7 4.7% 4 -0.1 pp -0.1 pp -0.0 pp +4.7 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 37.4 1.1% 4 +0.1 pp +0.0 pp +0.0 pp +1.1 pp
Aufman Associates Inc CIK 0001801573 0.746 67 37.4 18.3% 4 -0.7 pp -2.3 pp -3.0 pp +18.3 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 37.3 1.6% 4 -0.1 pp -0.2 pp -0.4 pp +1.6 pp
Brown Financial Advisory CIK 0001843853 0.850 49 37.0 18.4% 4 +2.2 pp +2.5 pp +3.0 pp +18.4 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 36.9 1.8% 4 +1.6 pp +1.6 pp +1.5 pp +1.8 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 36.9 7.5% 4 -0.2 pp -0.4 pp -1.2 pp +7.5 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 35.9 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 35.7 7.0% 4 -0.1 pp +0.0 pp -0.0 pp +7.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 35.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 34.9 3.7% 4 +1.7 pp +3.0 pp +3.1 pp +3.7 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 34.9 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 34.8 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 34.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whelan Financial CIK 0001894921 0.754 101 33.8 10.5% 4 +0.1 pp +0.1 pp -0.7 pp +10.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 33.8 1.0% 4 -0.3 pp -0.3 pp -0.2 pp +1.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 33.6 3.8% 4 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 33.5 4.7% 4 -1.5 pp -1.8 pp -1.6 pp +4.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 33.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 33.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Randolph Co Inc CIK 0001475150 0.451 47 33.1 3.2% 4 +0.0 pp +0.0 pp +0.2 pp +3.2 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 32.4 12.5% 4 +0.4 pp +0.5 pp +0.6 pp +12.5 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 32.3 7.1% 4 +0.2 pp +0.2 pp +0.2 pp +7.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 32.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.6 0.3% 6 +0.0 pp +0.1 pp +0.3 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 31.5 8.2% 4 +0.2 pp -0.3 pp -0.8 pp +8.2 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 31.3 4.5% 4 +0.0 pp -0.5 pp -0.8 pp +4.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 31.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 31.0 1.7% 4 +0.8 pp +0.8 pp +0.8 pp +1.7 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 31.0 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 30.9 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 30.8 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 30.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 30.3 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 30.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 29.9 0.4% 4 -0.0 pp -0.1 pp -0.3 pp +0.4 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 29.8 14.7% 4 +14.5 pp +14.6 pp +14.6 pp +14.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 29.2 10.8% 4 +0.4 pp +0.4 pp +0.5 pp +10.8 pp
BANK OF HAWAII CIK 0000315080 0.804 233 28.9 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 28.9 1.9% 4 +0.2 pp +0.2 pp +0.2 pp +1.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 28.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 28.0 1.4% 4 -0.0 pp -0.3 pp +1.1 pp +1.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 27.8 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 27.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
SP Asset Management LLC CIK 0001962086 0.687 137 26.8 2.4% 4 +0.2 pp +0.2 pp +0.2 pp +2.4 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 26.4 1.1% 4 -0.0 pp -0.1 pp -0.4 pp +1.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 26.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 26.2 6.0% 4 +0.4 pp +0.5 pp +0.5 pp +6.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 26.0 1.7% 4 +0.0 pp +0.0 pp +0.0 pp +1.7 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 26.0 10.8% 4 -0.1 pp -0.1 pp +0.4 pp +10.8 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 25.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 25.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 25.7 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 25.7 1.6% 4 +0.0 pp -0.0 pp +0.0 pp +1.6 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 25.4 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 25.2 4.5% 4 +0.3 pp +0.7 pp +1.1 pp +4.5 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 25.1 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 24.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 24.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 24.0 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 23.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 23.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 23.5 1.8% 4 -0.0 pp -0.0 pp -0.2 pp +1.8 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 23.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 23.4 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
Glenview Trust Co CIK 0001691827 0.856 500 23.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 23.1 1.1% 4 +0.1 pp -0.0 pp -0.0 pp +1.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 23.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
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Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 22.9 5.5% 4 -0.1 pp -0.2 pp -0.1 pp +5.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 22.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 22.6 2.8% 4 +0.7 pp +2.7 pp +2.7 pp +2.8 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 22.6 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 22.4 1.9% 4 -0.0 pp -0.2 pp -1.0 pp +1.9 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 22.3 10.2% 6 -3.9 pp +0.2 pp +0.6 pp +1.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 21.9 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 21.7 0.9% 4 +0.1 pp -0.0 pp +0.6 pp +0.9 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 21.7 5.0% 4 -0.0 pp -0.2 pp -0.2 pp +5.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 21.5 4.4% 4 +0.2 pp +0.6 pp +0.8 pp +4.4 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 21.5 11.6% 4 +0.2 pp +0.0 pp +0.6 pp +11.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 20.9 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 20.8 5.1% 4 +0.3 pp +0.4 pp +0.5 pp +5.1 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 20.6 6.6% 4 +0.1 pp -0.1 pp +0.1 pp +6.6 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 20.5 4.6% 4 +0.2 pp -0.1 pp -0.1 pp +4.6 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 20.5 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 20.5 1.7% 4 -0.1 pp -0.4 pp -0.6 pp +1.7 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 20.5 3.6% 4 +0.0 pp +0.0 pp +0.0 pp +3.6 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 20.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
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Charles Schwab Trust Co CIK 0001789219 0.768 171 20.1 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
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Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 19.9 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 19.8 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
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SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 19.6 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
World Investment Advisors CIK 0001652594 0.670 1523 19.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 19.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 19.3 6.0% 4 +0.1 pp +0.1 pp +0.2 pp +6.0 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 19.0 1.0% 1 +1.0 pp -0.5 pp +0.2 pp +1.0 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 18.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 18.8 3.1% 4 +0.2 pp +0.4 pp +0.4 pp +3.1 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 18.8 2.2% 4 +0.1 pp +0.0 pp +0.1 pp +2.2 pp
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Tidal Investments LLC CIK 0001600064 0.635 2147 18.1 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
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AGF MANAGEMENT LTD CIK 0001003518 0.567 656 17.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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AJ Advisors, LLC CIK 0001951167 0.829 37 17.2 6.4% 4 +0.3 pp +0.0 pp +0.1 pp +6.4 pp
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WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 16.9 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
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KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 16.7 3.9% 4 +0.3 pp +0.6 pp -1.4 pp +3.9 pp
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Arax Advisory Partners CIK 0001586767 0.170 5155 16.5 0.5% 1 +0.5 pp +0.5 pp -0.8 pp +0.5 pp
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BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 16.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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Nelson Capital Management, LLC CIK 0001512611 0.806 120 16.4 2.0% 4 +0.1 pp +0.1 pp +0.0 pp +2.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 16.4 1.9% 2 -0.3 pp +1.9 pp -1.2 pp +1.9 pp
Wedmont Private Capital CIK 0001904274 0.771 949 16.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 14.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
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VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 14.4 4.3% 4 +0.1 pp -0.0 pp +4.3 pp +4.3 pp
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SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 14.1 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 14.0 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 14.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Caprock Group, LLC CIK 0001610769 0.496 1234 11.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Code Waechter LLC CIK 0002039212 0.356 127 11.0 6.5% 4 +0.3 pp -0.5 pp +0.7 pp +6.5 pp
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25 LLC CIK 0001968777 0.795 80 10.8 3.3% 4 +0.0 pp -1.3 pp -1.3 pp +3.3 pp
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Apriem Advisors CIK 0001425165 0.679 182 10.7 1.0% 4 +0.7 pp +0.7 pp +0.7 pp +1.0 pp
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Horizons Wealth Management CIK 0001943228 0.557 166 10.6 7.0% 4 -0.0 pp +0.0 pp +0.2 pp +7.0 pp
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Red Wave Investments LLC CIK 0001846493 0.561 122 10.5 3.1% 4 -0.1 pp -0.2 pp -0.1 pp +3.1 pp
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Single Point Partners, LLC CIK 0001801184 0.839 102 10.3 2.0% 4 +0.0 pp +0.0 pp +0.0 pp +2.0 pp
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Klingman & Associates, LLC CIK 0001662449 0.829 350 2.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 2.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
City State Bank CIK 0001910666 0.322 809 2.7 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
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Security Financial Services, INC. CIK 0001913590 0.442 203 2.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.7 0.7% 3 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 2.7 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 2.6 2.1% 5 -0.1 pp -0.6 pp -0.7 pp -0.6 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 2.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
First American Bank CIK 0001291422 0.677 205 2.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 2.6 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Radnor Capital Management, LLC CIK 0001696867 0.326 312 2.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.6 2.1% 4 +0.0 pp -0.0 pp -0.0 pp +2.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 2.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.6 0.9% 4 +0.0 pp -0.1 pp -0.0 pp +0.9 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.5 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Simmons Bank CIK 0001674486 0.467 369 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 2.5 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Level Financial Advisors CIK 0001871734 0.644 95 2.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 2.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 2.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 2.5 1.1% 4 -0.0 pp +0.5 pp +0.5 pp +1.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.5 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 2.5 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.5 1.3% 4 -0.0 pp -0.0 pp -0.0 pp +1.3 pp
Optas, LLC CIK 0001802961 0.460 494 2.5 0.4% 4 -0.0 pp -0.2 pp -0.4 pp +0.4 pp
Operose Advisors LLC CIK 0001909750 0.647 522 2.5 0.6% 4 -0.2 pp +0.3 pp +0.3 pp +0.6 pp
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GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BAILARD, INC. CIK 0000750641 0.578 763 2.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.4 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
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HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
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CONNING INC. CIK 0000801051 0.496 327 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.4 2.2% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 2.4 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
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Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
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Advisors Capital Management, LLC CIK 0001345576 0.650 634 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 2.3 0.9% 3 +0.7 pp +0.5 pp +0.9 pp +0.9 pp
CGN Advisors LLC CIK 0001841506 0.595 322 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 2.3 1.0% 4 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 2.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 2.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 2.2 2.0% 4 +0.5 pp +1.6 pp +1.6 pp +2.0 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 2.2 0.5% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 2.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 2.2 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.8 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.8 1.7% 4 +0.1 pp +0.2 pp +0.1 pp +1.7 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.8 0.8% 4 +0.0 pp +0.3 pp +0.3 pp +0.8 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 1.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Partners in Financial Planning CIK 0002054264 0.816 131 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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SACHEM HILL LLC CIK 0001994333 0.818 67 1.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Calder Financial LLC CIK 0002106810 0.520 43 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 1.8 1.3% 3 +0.2 pp +0.1 pp +1.3 pp +1.3 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.7 0.6% 4 +0.0 pp +0.1 pp -0.1 pp +0.6 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.7 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 1.7 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.7 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steffes Financial, Ltd. CIK 0002110878 0.864 36 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.7 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.7 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 1.7 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 1.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 1.7 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
Pachira Investments Inc. CIK 0001563634 0.485 78 1.7 0.8% 4 +0.2 pp +0.4 pp +0.3 pp +0.8 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.7 0.5% 4 +0.0 pp +0.1 pp -0.1 pp +0.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 1.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lee Financial Co CIK 0001391166 0.828 162 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.6 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.6 1.6% 5 +0.1 pp +0.2 pp -0.0 pp -0.2 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.6 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 1.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.6 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 1.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.6 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.6 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 1.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 1.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
STAR Financial Bank CIK 0001965329 0.528 109 1.6 0.7% 4 -0.2 pp -0.4 pp -0.3 pp +0.7 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.5 1.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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MAIRS & POWER INC CIK 0001070134 0.871 254 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 1.5 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
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LAM GROUP, INC. CIK 0001961944 0.355 139 1.5 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
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GuidedMoney, LLC CIK 0002112951 0.875 34 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 1.5 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.4 1.0% 4 +0.0 pp +0.2 pp +0.5 pp +1.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.4 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
King Wealth Management Group CIK 0001568235 0.741 176 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Summit Global Investments CIK 0001697953 0.729 523 1.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Carnegie Investment Counsel CIK 0001511506 0.587 547 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Claris Financial LLC CIK 0002060278 0.227 177 1.4 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 1.4 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
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Trinity Financial Advisors LLC CIK 0001809574 0.677 95 1.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 1.4 0.5% 4 -0.0 pp -0.2 pp -0.0 pp +0.5 pp
Asempa Wealth Advisors CIK 0002099967 0.192 115 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 1.4 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
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NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 1.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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SHP Wealth Management CIK 0001807060 0.763 1981 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 1.3 0.5% 4 +0.0 pp +0.0 pp -0.6 pp +0.5 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 1.3 0.7% 4 +0.1 pp -0.2 pp -0.4 pp +0.7 pp
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Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 1.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
VICUS CAPITAL CIK 0001544806 0.660 268 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Financial Management, Inc. CIK 2143070 0.568 46 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Tenzing Financial LLC CIK 0002111360 0.444 84 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.6 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 0.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.6 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.6 0.2% 6 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.6 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Nest Investments, LLC CIK 1948755 0.659 34 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Unified Investment Management CIK 0002054855 0.105 141 0.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Atala Financial Inc CIK 0002053756 0.240 121 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.3% 4 +0.0 pp -0.1 pp +0.1 pp +0.3 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.5 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.5 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
Bravera Wealth CIK 0002126773 0.454 352 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.5 0.2% 4 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.5 0.3% 4 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFC Advisors LLC CIK 0002053348 0.691 179 0.5 0.1% 4 -1.8 pp +0.0 pp +0.0 pp +0.1 pp
WIREGRASS INVESTMENT MANAGEMENT LLC CIK 0002109460 0.129 113 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.5 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Team Hewins, LLC CIK 0001964760 0.899 40 0.5 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Family CFO Inc CIK 0001911695 0.752 47 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.5 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Busey Bank CIK 0001427202 0.741 388 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Osprey Private Wealth LLC CIK 0002041805 0.410 88 0.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.5 0.2% 4 -0.5 pp -4.9 pp -3.2 pp +0.2 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montecito Bank & Trust CIK 0001422508 0.403 271 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.5 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Town Capital LLC CIK 1871352 0.216 75 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.2 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
WLTH Capital Management, LLC CIK 0002112635 0.480 29 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Refined Wealth Management CIK 0001724729 0.544 49 0.2 0.1% 4 -2.3 pp -2.2 pp -2.1 pp +0.1 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.2 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Welch Group, LLC CIK 0001443095 0.629 320 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.2 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paller Financial Services Inc CIK 0002095931 0.156 44 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Willow Financial LLC CIK 0002077046 0.158 37 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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TRUSTCO BANK CORP N Y (TRST) CIK 0000357301 0.294 77 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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MOR Wealth Management, LLC CIK 0002092389 0.479 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Alliance Private Wealth, LLC CIK 0002109849 0.483 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TSFG, LLC CIK 0001800513 0.413 891 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.3 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -2.5 pp -2.5 pp -2.6 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 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
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -3.1 pp -6.3 pp -6.3 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.0 0.0% 0 +0.0 pp -0.6 pp -0.9 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
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -1.4 pp -1.1 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
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
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 -1.3 pp -1.6 pp -4.8 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.3 pp -0.8 pp -0.8 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.7 pp -1.2 pp -1.2 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Base Wealth Management LLC CIK 0002083977 0.493 66 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -2.6 pp -2.7 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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OLIO Financial Planning CIK 0001906766 0.888 68 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -1.8 pp -1.5 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -2.5 pp -2.5 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -1.4 pp -1.4 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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 -0.3 pp -0.3 pp +0.0 pp
ADE, LLC CIK 0001845950 0.661 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -3.3 pp -3.3 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 VB). Qtrs Held counts distinct quarters this fund has actually held VB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VB position size. Δ columns are the percentage-point change in VB'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