Signals

← Signals

☆VB

2102 in-universe funds with a nonzero position in VB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#160
Score / z1.312 / 1.66
Consensus672.81 over 1285 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-43% / 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 ▾
☆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 5,747.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,835.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,653.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,390.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,226.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 971.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 930.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 668.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 604.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 566.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 554.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 547.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 524.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 478.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 465.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 454.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 431.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 405.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 405.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 347.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 299.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 279.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 273.0 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 264.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 256.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 251.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 241.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 224.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 223.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 203.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 189.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 183.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 157.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 155.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 149.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 146.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 145.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 138.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 133.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 132.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 129.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 126.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 122.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 119.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 113.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 106.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 104.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 102.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 97.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 93.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 91.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 90.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 84.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 83.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 82.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 82.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 80.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 80.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 79.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 79.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 78.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 77.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 77.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 76.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 75.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 73.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 73.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 70.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 69.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 67.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 67.0 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 66.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 63.6 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 62.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 62.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 61.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 59.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 59.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WIT, LLC CIK 0001840025 0.965 24 58.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pandi, LLC CIK 0002058702 0.955 4 55.1 7.4% 2 -0.5 pp +7.4 pp +7.4 pp +7.4 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 52.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 50.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CX Institutional CIK 0001737089 0.437 1568 49.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 49.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 49.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 48.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 47.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 47.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Trust CIK 0001905128 0.729 334 45.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 45.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 44.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 44.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 43.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 43.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 42.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 41.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 41.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 40.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 40.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 40.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 39.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 39.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 37.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 37.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 37.1 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 35.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 35.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 34.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 34.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 34.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 34.6 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 34.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 33.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 32.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 32.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 32.6 6.3% 3 +0.0 pp -0.4 pp +6.3 pp +6.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 32.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 32.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 32.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 32.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 32.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 32.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 31.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 31.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whelan Financial CIK 0001894921 0.754 101 31.1 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 31.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 30.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 29.7 4.0% 3 -0.0 pp -0.3 pp +4.0 pp +4.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 29.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 29.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 28.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 28.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 28.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 28.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 28.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 27.8 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 27.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 27.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 27.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 27.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 25.4 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 24.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 24.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 23.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 23.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 23.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 22.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 22.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 22.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glenview Trust Co CIK 0001691827 0.856 500 21.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 20.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Crewe Advisors LLC CIK 0001730033 0.734 1135 20.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 6.0 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 6.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 5.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 5.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 5.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 5.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 5.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 5.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 5.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 5.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Graypoint LLC CIK 0001794198 0.550 526 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 5.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 5.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 5.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 5.2 2.8% 3 -0.2 pp -0.1 pp +2.8 pp +2.8 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 5.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 5.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 4.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.8 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 4.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 4.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Ariston Services Group CIK 0001743859 0.678 70 4.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 4.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 4.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 4.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 4.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.5 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 4.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lynch Asset Management, Inc. CIK 0001906719 0.629 52 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Magnus Financial Group LLC CIK 0001765216 0.574 387 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mystic Asset Management, Inc. CIK 0001912460 0.344 225 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 4.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoffe Investment Management, LLC CIK 0002056336 0.125 113 3.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 3.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 3.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 3.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆jvl associates llc CIK 0001915765 0.770 79 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 3.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Wells Financial Advisors INC CIK 0001844454 0.000 42 2.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.4 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 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Manuka Financial, LLC CIK 0002049064 0.636 55 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 2.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 2.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆City State Bank CIK 0001910666 0.322 809 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Intrinsic Value Partners, LLC CIK 0001910364 0.407 73 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 2.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 2.2 1.9% 3 +1.2 pp +1.4 pp +1.9 pp +1.9 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 2.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simmons Bank CIK 0001674486 0.467 369 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.1 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cabot-Wellington, LLC CIK 0001353198 0.928 5 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFM, LLC CIK 0002064225 0.427 69 1.9 1.2% 3 -0.2 pp -0.6 pp +1.2 pp +1.2 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Bank CIK 0001752212 0.260 318 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 1.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Gainplan LLC CIK 0001697857 0.087 60 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JEPPSON WEALTH MANAGEMENT, LLC CIK 0001831263 0.255 242 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆First American Bank CIK 0001291422 0.677 205 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Choate Investment Advisors CIK 0001399794 0.922 472 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Somerset Group LLC CIK 0001567912 0.423 58 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Marin CIK 0001801145 0.155 133 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Family CFO Inc CIK 0001911695 0.752 47 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Bank of New Hampshire CIK 0001870761 0.280 537 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Adams Wealth Management CIK 0001803084 0.408 147 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 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
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 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
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 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
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 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
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 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
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 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
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -4.6 pp +0.0 pp +0.0 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 (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