Signals

VB

2767 in-universe funds with a nonzero position in VB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#331
Score / z0.680 / 0.80
Consensus790.74 over 1538 funds
Momentum-0.12 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-13% / 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 6,541.1 0.4% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,453.6 0.1% 7 +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 1,549.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,254.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,192.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,036.6 1.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,000.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 883.6 1.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 852.9 0.5% 1 +0.5 pp +0.5 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 789.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 690.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 643.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 625.2 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 618.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 612.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 602.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 580.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 529.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 519.9 1.0% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 479.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 472.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 448.3 5.6% 5 -0.6 pp -0.3 pp -0.2 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 384.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 359.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 357.2 7.7% 5 -0.5 pp +0.9 pp +1.0 pp +4.0 pp
FMR LLC CIK 0000315066 0.989 5571 350.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 323.4 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 290.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 288.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 284.5 3.8% 5 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 282.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 264.8 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 256.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 238.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 238.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 230.1 4.9% 4 +0.3 pp +0.4 pp +0.3 pp +4.9 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 226.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 215.1 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 199.9 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 198.0 3.5% 5 -0.0 pp -0.1 pp +0.4 pp +0.5 pp
DAVIS R M INC CIK 0000891287 0.824 280 186.8 2.9% 5 +0.1 pp +0.3 pp +0.6 pp +0.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 182.2 1.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 175.5 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 171.9 0.5% 5 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 168.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 162.1 2.8% 5 -0.4 pp +0.4 pp +1.4 pp +1.7 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 158.3 1.5% 5 +0.2 pp -0.3 pp -0.5 pp -0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 153.4 1.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 146.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 145.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 140.2 1.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 140.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 137.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 136.6 9.1% 5 +0.4 pp +0.7 pp +1.2 pp +0.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 127.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 125.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 125.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 124.7 4.6% 4 +0.0 pp +3.3 pp +3.3 pp +4.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 124.5 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 119.8 7.1% 5 +0.9 pp +2.3 pp +2.2 pp +1.6 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 119.4 2.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 118.2 0.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 116.2 9.0% 5 +0.5 pp +0.6 pp +0.7 pp +0.5 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 115.3 6.2% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 115.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 107.6 1.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 107.6 2.0% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 99.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 96.9 2.8% 1 +2.8 pp +2.8 pp +0.1 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 92.8 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 88.9 2.3% 5 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 85.2 13.2% 5 +0.5 pp +1.0 pp +0.4 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 85.1 0.1% 6 +0.0 pp +0.0 pp -0.4 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 84.2 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 78.4 2.8% 5 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 77.9 7.3% 5 +0.3 pp +0.4 pp +0.4 pp +0.2 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 77.4 6.8% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 76.5 3.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 75.5 1.7% 5 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 73.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 72.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 71.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 69.6 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 68.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 67.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Wealthquest Corp CIK 0001632968 0.872 177 67.6 4.3% 4 +1.3 pp +1.3 pp +1.2 pp +4.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 66.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 66.5 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 65.2 0.6% 5 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
WIT, LLC CIK 0001840025 0.965 24 64.6 1.0% 5 -0.3 pp -0.3 pp -0.5 pp -0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 64.4 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 63.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
CHOREO, LLC CIK 0001679031 0.797 1690 62.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 60.6 7.0% 5 -0.3 pp -0.2 pp -0.4 pp -0.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 59.0 0.7% 5 -0.3 pp -0.3 pp -0.3 pp -0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 57.7 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
American Trust CIK 0001905128 0.729 334 57.4 4.4% 5 +0.1 pp +0.4 pp +0.3 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 57.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 56.8 8.0% 5 +0.4 pp -2.6 pp -2.4 pp -3.3 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 56.6 1.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 56.1 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Ballast, Inc. CIK 0001730477 0.553 156 56.0 10.6% 3 +0.2 pp +0.4 pp +10.6 pp +10.6 pp
&PARTNERS CIK 0000107136 0.806 2509 55.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 54.4 4.3% 7 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 53.4 0.8% 1 +0.8 pp +0.6 pp +0.1 pp +0.1 pp
MilWealth Group LLC CIK 0001972750 0.908 82 52.5 11.2% 5 +0.4 pp +0.6 pp +0.6 pp +0.8 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 51.3 3.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 51.0 3.9% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
CX Institutional CIK 0001737089 0.437 1568 50.9 1.5% 5 +0.1 pp -0.3 pp -0.4 pp -0.3 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 50.9 2.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 50.8 2.3% 5 -0.4 pp -0.3 pp +0.1 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 50.2 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 48.8 5.9% 5 +1.1 pp -0.4 pp -0.6 pp -0.5 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 48.6 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 48.0 11.0% 5 +0.4 pp +1.0 pp +0.9 pp +0.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 46.5 1.2% 5 +0.3 pp -0.0 pp +0.0 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 46.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 45.3 21.5% 5 +0.3 pp +0.7 pp +0.5 pp +0.1 pp
Brown Financial Advisory CIK 0001843853 0.850 49 44.8 18.7% 5 +0.4 pp +2.5 pp +2.8 pp +3.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 44.7 0.3% 7 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 44.3 6.3% 5 +0.3 pp +0.3 pp +0.4 pp -0.2 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 44.3 3.9% 5 +0.2 pp +1.9 pp +3.2 pp +3.3 pp
Apella Capital, LLC CIK 0001801507 0.827 695 44.2 0.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 43.5 1.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
Aufman Associates Inc CIK 0001801573 0.746 67 42.8 17.0% 5 -1.3 pp -2.0 pp -3.6 pp -4.3 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 41.7 4.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.732 200 41.7 1.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 41.7 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 41.3 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 41.1 1.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 40.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 40.6 1.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 40.2 6.3% 5 -1.2 pp -1.4 pp -1.6 pp -2.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 40.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 40.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 40.1 7.2% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Whelan Financial CIK 0001894921 0.754 101 39.3 10.7% 5 +0.2 pp +0.3 pp +0.3 pp -0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 38.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 38.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Randolph Co Inc CIK 0001475150 0.451 47 38.3 3.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 38.2 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 38.1 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 37.9 3.6% 5 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 37.2 1.5% 5 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 36.8 7.3% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 36.7 4.7% 5 +0.1 pp +0.1 pp -0.4 pp -0.7 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 36.7 12.8% 5 +0.3 pp +0.8 pp +0.8 pp +1.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 36.3 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 36.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 36.0 8.7% 5 +0.6 pp +0.8 pp +0.2 pp -0.3 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 35.6 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 35.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 35.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 35.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp -1.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 35.0 1.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 35.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 34.7 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 34.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 34.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 33.6 6.3% 5 +0.3 pp +0.7 pp +0.8 pp +0.8 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 33.6 1.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 33.3 2.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 33.1 11.1% 5 +0.3 pp +0.7 pp +0.7 pp +0.8 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 33.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
BANK OF HAWAII CIK 0000315080 0.804 233 32.9 1.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 32.2 4.8% 5 +0.3 pp +0.5 pp +1.0 pp +1.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 32.1 1.4% 5 +0.0 pp -0.0 pp -0.3 pp +1.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 32.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 31.3 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 31.2 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 31.1 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SP Asset Management LLC CIK 0001962086 0.687 137 31.0 2.5% 5 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 30.6 1.6% 5 +0.4 pp +0.8 pp +0.8 pp +1.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 30.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 30.5 0.3% 5 +0.1 pp -0.0 pp -0.1 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 30.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 30.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 29.9 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 29.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 29.8 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 29.7 10.4% 5 -0.3 pp -0.5 pp -0.5 pp +0.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 29.7 1.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 29.2 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 28.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 28.8 3.3% 5 +0.5 pp +1.2 pp +3.2 pp +3.2 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 28.6 1.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
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Bleakley Financial Group, LLC CIK 0001936953 0.667 944 27.9 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 27.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 27.4 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 27.4 4.9% 5 +0.5 pp +0.6 pp +1.0 pp +1.3 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 27.2 1.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 26.6 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 26.6 1.1% 5 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 26.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 26.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 26.3 5.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 26.2 0.5% 5 -0.0 pp +0.0 pp +0.3 pp -0.3 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 26.1 5.7% 5 +0.6 pp +0.9 pp +1.0 pp +1.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 26.0 0.1% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 26.0 1.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 25.9 1.9% 5 -0.0 pp -0.1 pp -0.2 pp -1.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 25.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 25.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 25.3 11.0% 7 +0.7 pp -3.2 pp +0.9 pp +1.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 24.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 24.6 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 24.4 11.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.7 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 24.3 6.9% 5 +0.4 pp +0.5 pp +0.3 pp +0.5 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 23.9 1.4% 5 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 23.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 23.6 4.6% 5 -0.4 pp -0.4 pp -0.6 pp -0.7 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 23.5 4.7% 5 +0.2 pp +0.4 pp +0.1 pp +0.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 23.4 2.0% 5 +0.3 pp +0.2 pp -0.2 pp -0.4 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 23.2 3.8% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 23.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 22.7 0.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 22.6 3.2% 5 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 22.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 22.6 6.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 22.6 4.5% 5 -0.1 pp +0.1 pp -0.2 pp -0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 22.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 22.5 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 22.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 22.2 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 21.7 1.0% 2 +0.0 pp +1.0 pp -0.5 pp +0.2 pp
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Gemmer Asset Management LLC CIK 0001607825 0.773 187 21.1 1.4% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 20.9 10.1% 5 -0.4 pp +0.1 pp +0.0 pp -0.6 pp
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BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 20.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 20.4 4.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
AJ Advisors, LLC CIK 0001951167 0.829 37 20.2 6.3% 5 -0.1 pp +0.2 pp -0.1 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 20.2 4.0% 5 +0.2 pp +0.7 pp +0.8 pp +0.9 pp
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Old Mission Investment Co LLC CIK 2149839 0.649 163 20.0 4.2% 7 +1.7 pp +1.8 pp +1.9 pp +2.0 pp
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Dunhill Financial, LLC CIK 0001948904 0.569 1617 19.8 4.0% 5 +0.1 pp +0.5 pp +0.7 pp -1.3 pp
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KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Performance Wealth Partners, LLC CIK 0001908765 0.943 235 18.9 0.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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AGF MANAGEMENT LTD CIK 0001003518 0.567 656 18.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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True North Advisors, LLC CIK 0001634556 0.493 291 18.7 1.8% 3 -0.1 pp -0.3 pp +1.8 pp -1.3 pp
McAdam, LLC CIK 0001695490 0.802 516 18.7 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 17.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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High Note Wealth, LLC CIK 0001807283 0.548 959 14.6 2.5% 6 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 14.5 1.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 14.4 4.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 14.4 5.4% 4 +0.1 pp +0.1 pp -0.1 pp +5.4 pp
KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 14.3 1.4% 2 -0.8 pp +1.4 pp +1.4 pp +1.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 14.3 0.9% 5 +0.2 pp -0.2 pp -0.5 pp -0.4 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 14.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 14.3 2.8% 5 -0.6 pp -0.1 pp +0.4 pp -0.3 pp
David Kennon Inc CIK 0001954126 0.575 45 14.2 4.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 14.2 3.1% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 14.2 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 14.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 14.1 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 14.0 1.2% 1 +1.2 pp +0.1 pp +0.1 pp +0.1 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 14.0 2.9% 5 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
DORVAL Corp CIK 0001999144 0.667 49 14.0 4.0% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 13.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 13.7 1.2% 5 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 13.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 13.6 7.0% 5 +0.5 pp +0.8 pp +0.0 pp +1.2 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 13.6 4.6% 5 +0.0 pp +0.3 pp +0.0 pp -0.5 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 13.4 2.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 13.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 13.4 7.4% 5 -1.7 pp -0.1 pp -0.2 pp +2.6 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 13.4 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 13.2 1.6% 5 +0.1 pp +0.6 pp +0.6 pp +0.9 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 13.2 0.8% 5 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 13.1 1.2% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 13.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 13.0 2.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 13.0 2.6% 5 +0.1 pp +0.2 pp +0.7 pp +0.4 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 13.0 6.9% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 12.9 3.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 12.9 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 12.9 2.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 12.8 8.6% 5 +0.4 pp +0.4 pp +0.2 pp +0.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 12.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 12.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 12.8 4.7% 7 +4.6 pp +4.7 pp +4.7 pp +4.7 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 12.8 2.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 12.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 12.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 12.6 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 12.5 4.6% 5 +0.3 pp +0.5 pp +0.6 pp +0.5 pp
Berman McAleer LLC CIK 0002094332 0.753 175 12.5 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
25 LLC CIK 0001968777 0.795 80 12.4 3.4% 5 +0.1 pp +0.1 pp -1.2 pp -1.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 12.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 12.3 6.1% 7 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 12.2 5.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 12.2 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 12.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 12.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 12.1 3.2% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 12.0 2.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 12.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 12.0 1.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Kearns & Associates LLC CIK 0001908695 0.847 41 11.9 5.6% 5 +0.1 pp +0.4 pp +0.3 pp +0.3 pp
Napier Financial, LLC CIK 0002086579 0.647 472 11.9 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.9 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 11.9 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 11.8 1.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 11.8 3.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 11.8 5.9% 2 +1.5 pp +5.9 pp +5.9 pp +5.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 11.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 11.7 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 11.7 4.4% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 11.6 4.5% 6 +0.2 pp +0.4 pp +0.2 pp +0.3 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 11.4 2.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 11.4 0.5% 5 +0.0 pp +0.0 pp +0.1 pp -0.2 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 11.3 2.8% 5 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
Field & Main Bank CIK 0001594492 0.202 271 11.3 2.3% 4 -0.4 pp -0.4 pp -0.2 pp +2.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 11.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 11.2 3.0% 4 -0.4 pp +0.6 pp +0.5 pp +3.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 11.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 11.0 1.3% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 11.0 0.4% 6 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 10.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 10.9 1.3% 5 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 10.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 10.9 3.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 10.8 2.0% 5 +1.3 pp +1.4 pp +1.4 pp +1.5 pp
Verum Partners LLC CIK 0001958984 0.585 200 10.7 1.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 10.7 1.7% 5 -0.1 pp +1.3 pp +1.4 pp +1.4 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 10.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 10.5 3.6% 7 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 10.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 10.5 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.5 1.0% 2 +0.5 pp +1.0 pp +0.9 pp +1.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 10.4 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 10.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 10.3 3.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 10.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 10.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 10.2 2.7% 5 +0.8 pp +0.9 pp +1.1 pp +1.6 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 10.2 1.5% 5 +0.1 pp +0.4 pp +0.2 pp +0.3 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 10.2 2.1% 5 +0.0 pp -0.6 pp -1.0 pp -1.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 10.2 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Rinkey Investments CIK 0001730774 0.601 128 10.1 2.4% 5 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 10.0 1.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 10.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 10.0 2.5% 5 -0.1 pp -0.0 pp -0.6 pp -0.7 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 10.0 1.1% 5 +0.1 pp +0.2 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 10.0 3.7% 5 +0.2 pp +0.1 pp -0.0 pp -0.2 pp
Prosperity Advisers, LLC CIK 0002042930 0.778 44 9.9 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 9.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OFS Enterprise LLC CIK 0002107566 0.725 106 9.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Ramiah Investment Group CIK 0001566307 0.000 79 9.8 7.5% 7 -0.8 pp -0.2 pp +0.4 pp +0.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 9.7 5.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 9.6 1.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 9.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 9.6 3.9% 6 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 9.6 3.8% 5 -0.3 pp -0.5 pp -0.3 pp +0.5 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 9.6 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 9.6 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 9.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 9.3 2.5% 5 -0.1 pp -0.9 pp -0.7 pp -0.6 pp
Latigo Investments, LLC CIK 0001914668 0.838 14 9.3 4.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 9.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 9.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 9.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.2 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.2 0.1% 1 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 9.2 0.8% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
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Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 9.1 8.5% 2 +0.1 pp +8.5 pp +8.5 pp +8.5 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.0 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 9.0 2.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 8.9 2.8% 5 +0.0 pp +0.1 pp +0.3 pp +0.1 pp
Retirement Management Systems Inc. CIK 0002110516 0.643 55 8.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 8.8 2.9% 5 +0.0 pp -0.7 pp -0.8 pp -1.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 8.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 8.8 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 8.8 0.3% 1 +0.3 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 8.7 0.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 8.7 1.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
First PREMIER Bank CIK 0001653926 0.233 358 8.7 1.4% 5 -0.3 pp -0.2 pp -0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.7 0.5% 3 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 8.7 0.8% 1 +0.8 pp +0.8 pp -0.1 pp -0.2 pp
Creekside Partners CIK 0002035951 0.343 193 8.6 3.1% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 8.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPH & CO CIK 0000941519 0.731 283 8.6 2.2% 5 -0.0 pp -0.4 pp -0.6 pp -0.6 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 8.4 5.6% 5 +0.4 pp +0.8 pp +1.0 pp +5.1 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 8.4 0.8% 4 +0.1 pp -0.5 pp -0.2 pp +0.8 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 8.3 1.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 8.3 7.0% 2 +0.0 pp +7.0 pp +7.0 pp +7.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 8.3 2.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 8.3 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 8.2 3.5% 5 -0.1 pp -0.2 pp -0.4 pp +0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 8.2 2.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 8.2 1.8% 3 -0.1 pp +0.0 pp +1.8 pp +1.8 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 8.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 7.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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CWS Financial Advisors, LLC CIK 0001802459 0.573 171 5.0 1.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 4.9 2.2% 5 -0.1 pp +0.9 pp +1.0 pp +1.3 pp
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Balentine LLC CIK 0001586678 0.932 243 4.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ARWA LLC CIK 0002113621 0.167 139 4.8 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
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Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.8 3.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
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MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 4.8 1.7% 5 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
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Johnson Financial Group, Inc. CIK 0001477024 0.861 818 4.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 4.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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LongView Wealth Management CIK 0001990190 0.308 227 4.5 1.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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O'Connor Financial Group LLC CIK 0001973783 0.539 69 2.1 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 2.1 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
21 West Wealth Management LLC CIK 0002067541 0.319 65 2.1 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
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CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 2.1 0.4% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 2.1 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 2.1 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 2.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 2.1 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanchez Levi Garrett CIK 0002126627 0.583 74 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 2.1 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Squared Financial LLC CIK 0002128691 0.347 87 2.1 1.3% 4 +0.0 pp +0.2 pp +0.1 pp +1.3 pp
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SHP Wealth Management CIK 0001807060 0.763 1981 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.0 0.7% 1 +0.7 pp +0.0 pp -0.0 pp -0.1 pp
Partners in Financial Planning CIK 0002054264 0.816 131 2.0 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.0 0.8% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.0 0.4% 5 -0.1 pp -0.6 pp -0.6 pp -1.5 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 2.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 2.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 2.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sovran Advisors, LLC CIK 0002051471 0.318 615 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 2.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Pioneer Wealth Management Group CIK 0001973339 0.850 55 2.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Gray Private Wealth, LLC CIK 0001928877 0.837 58 2.0 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 2.0 1.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.0 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PATRON PARTNERS, LLC CIK 0001841768 0.224 193 2.0 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 2.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 2.0 1.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.9 1.7% 6 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 1.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 1.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
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USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.9 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 1.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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HCR Wealth Advisors CIK 0001697715 0.731 259 1.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 1.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 1.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 1.9 2.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.8 pp
Lee Financial Co CIK 0001391166 0.828 162 1.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Bath Savings Trust Co CIK 0001384943 0.576 177 1.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Westover Capital Advisors, LLC CIK 0001483467 0.358 240 1.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 1.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.9 0.4% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Luminist Capital LLC CIK 0001807270 0.130 418 1.9 2.1% 5 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
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Calder Financial LLC CIK 0002106810 0.520 43 1.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
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C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 1.8 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Independence Bank of Kentucky CIK 0001730479 0.508 589 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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STAR Financial Bank CIK 0001965329 0.528 109 1.8 0.7% 5 -0.0 pp -0.2 pp -0.4 pp -0.3 pp
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SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.8 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Churchill Financial Advisors, LLC CIK 0002095935 0.519 123 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.7 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.7 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Denver PWM, LLC CIK 0001657980 0.608 89 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Platform Technology Partners CIK 0001830817 0.314 393 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.7 0.1% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Financial Management, Inc. CIK 2143070 0.568 46 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.7 0.3% 6 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.7 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Management CIK 0002113155 0.022 91 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Powerhouse Assets LLC CIK 0001564396 0.627 57 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Entruity Wealth, LLC CIK 0001719303 0.105 54 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.7 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.4 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tenzing Financial LLC CIK 0002111360 0.444 84 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.7 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bravera Wealth CIK 0002126773 0.454 352 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Thomasville National Bank CIK 0001561790 0.600 241 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JM2 Capital Inc. CIK 0002103359 0.210 121 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Center For Asset Management LLC CIK 0001844878 0.268 151 0.6 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
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Convergence Financial, LLC CIK 0002034001 0.141 272 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Team Hewins, LLC CIK 0001964760 0.899 40 0.6 0.2% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
Strid Group, LLC CIK 0001625800 0.894 93 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Invst, LLC CIK 0001867587 0.314 343 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
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GFG Capital, LLC CIK 0001638520 0.236 100 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 +0.0 pp -0.6 pp
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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
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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -1.5 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 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 +0.0 pp -0.3 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 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 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.9 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 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
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.6 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.5 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -4.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.8 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 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
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Coastline Complete Wealth LLC CIK 0002112134 0.172 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -5.9 pp -0.9 pp -0.8 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.0% 0 -0.2 pp -0.7 pp -0.3 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.1 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status