Signals

← Signals

☆VBK

1161 in-universe funds with a nonzero position in VBK within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23882
Score / z-0.078 / -0.12
Consensus388.13 over 732 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 2,973.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 574.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 461.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 282.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 267.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 266.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 259.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 228.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 203.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 199.5 6.3% 2 -0.0 pp +6.3 pp +6.3 pp +6.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 189.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 179.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 167.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 152.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 150.7 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 139.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 137.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 134.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 119.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 108.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 106.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 106.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 105.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 101.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 97.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 94.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 91.0 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 88.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 82.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 72.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 67.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 67.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 62.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 62.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 54.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 48.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 45.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 42.1 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 41.7 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 41.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 40.6 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 40.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 39.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 39.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 38.0 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 36.4 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 36.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 36.0 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 34.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 34.8 2.3% 2 +1.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.1 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 31.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 30.4 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 30.0 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 29.8 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 27.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 27.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 27.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 26.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 25.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 24.8 9.3% 2 +0.0 pp +9.3 pp +9.3 pp +9.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 22.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 22.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 22.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 21.1 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 20.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 19.7 3.4% 3 +0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 19.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 18.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 17.8 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 17.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 17.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 16.9 5.6% 4 +0.2 pp +0.4 pp -0.3 pp +5.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 16.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 16.3 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 15.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 15.7 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 15.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 15.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 15.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 14.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 13.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 13.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 13.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 13.1 4.2% 3 +0.1 pp +0.1 pp +4.2 pp +4.2 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 12.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 12.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 12.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 12.0 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 11.8 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 11.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 11.4 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 11.3 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 11.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 11.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 11.0 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 10.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 10.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.5 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 10.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 10.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 9.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 9.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 9.7 3.9% 2 -1.5 pp +3.9 pp +3.9 pp +3.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 9.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.4 1.8% 2 +0.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 9.2 2.8% 2 +1.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 9.1 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 9.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 9.0 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 9.0 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 8.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 8.6 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.770 49 8.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 8.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 8.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 7.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 7.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NFSG Corp CIK 0001879757 0.275 1245 7.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 7.7 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 7.6 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.5 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 7.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 7.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 7.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 7.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 6.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 6.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 6.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 6.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Members Trust Co CIK 0001677560 0.939 170 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 6.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 6.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 5.8 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 5.3 2.3% 2 -0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.2 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 4.9 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 4.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 4.8 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.8 0.2% 3 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 4.7 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 4.7 3.4% 2 +1.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 4.6 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 4.3 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 4.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Seek First Inc. CIK 0002060504 0.522 67 4.2 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 4.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 4.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 4.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 4.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 3.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.8 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 3.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 3.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 3.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 3.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 3.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.9 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 2.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 2.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 2.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 2.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.4 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.4 0.1% 2 -0.0 pp +0.1 pp -0.8 pp +0.1 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 2.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Dentgroup LLC CIK 0001867570 0.289 93 2.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.1 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 +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -7.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 VBK). Qtrs Held counts distinct quarters this fund has actually held VBK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VBK position size. Δ columns are the percentage-point change in VBK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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