Signals

VBK

1477 in-universe funds with a nonzero position in VBK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24493
Score / z-0.110 / -0.15
Consensus426.69 over 797 funds
Momentum-0.09 =

Price & positioning

224 cached closes, trailing year
Drawdown0%
Short interest-32% / 1.3d

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 3,102.1 0.2% 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 734.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 588.2 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 373.0 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 359.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 334.9 0.1% 5 +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 301.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 280.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 248.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 237.1 2.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 234.4 6.7% 5 +0.2 pp +0.6 pp +0.5 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 228.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 224.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 196.9 1.5% 5 +0.2 pp +0.3 pp +0.3 pp -0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 195.8 2.1% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 184.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 174.2 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 166.9 0.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 160.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 149.6 0.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 137.1 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 136.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 124.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 121.1 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 119.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 118.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 116.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 108.6 3.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 98.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 79.8 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 75.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 74.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 71.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 70.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 68.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 67.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 66.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 62.2 0.3% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 57.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 54.5 3.1% 5 +0.2 pp +0.7 pp +0.7 pp +2.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 54.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 51.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 51.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 51.2 1.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 50.3 4.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.8 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 49.6 3.5% 5 +0.2 pp +0.1 pp -0.1 pp -0.1 pp
One Day In July LLC CIK 0001823172 0.854 167 48.1 3.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 45.6 3.1% 5 -0.7 pp -0.9 pp -1.2 pp -1.2 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 45.3 4.1% 5 -0.3 pp -0.4 pp -0.3 pp -0.2 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 41.8 5.0% 5 +0.3 pp +0.3 pp +0.1 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 41.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 37.3 1.3% 5 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
Brickley Wealth Management CIK 0001712533 0.861 68 37.1 5.3% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 35.5 1.8% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 34.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp -0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 32.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 31.5 9.4% 5 +0.5 pp +0.3 pp +0.1 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 31.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 30.8 0.8% 5 -0.3 pp -0.4 pp -0.5 pp -0.5 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 30.7 3.5% 5 +0.2 pp +0.1 pp -0.2 pp -0.3 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 28.6 4.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 27.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 27.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 26.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 26.6 1.6% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 26.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.8 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 25.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 25.2 1.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Partners in Financial Planning CIK 0002054264 0.816 131 24.2 3.7% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 23.8 1.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 22.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 21.5 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 21.1 3.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 21.1 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 20.9 3.0% 5 +1.5 pp +1.5 pp +1.5 pp +1.6 pp
RS CRUM INC. CIK 0001401459 0.764 103 20.1 3.8% 5 +0.6 pp +0.5 pp +0.3 pp +0.4 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 20.0 3.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Systelligence, LLC CIK 0001882691 0.094 62 19.7 3.3% 1 +3.3 pp +3.3 pp +1.5 pp +2.3 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 19.4 2.5% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 18.9 3.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 18.7 7.0% 4 +0.6 pp +0.3 pp -0.1 pp +7.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 18.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 18.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 17.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 17.5 2.8% 5 +0.6 pp +1.6 pp +1.4 pp +1.9 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 17.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 17.1 4.6% 6 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 16.5 0.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 16.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 16.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 16.1 2.0% 5 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
&PARTNERS CIK 0000107136 0.806 2509 15.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 15.7 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
FC Advisory LLC CIK 0001683754 0.633 118 15.5 4.1% 5 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
Veery Capital, LLC CIK 0001844375 0.780 100 15.2 4.1% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 15.2 1.7% 5 -0.1 pp -0.6 pp -2.4 pp -2.4 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 15.1 0.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 14.7 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 14.5 4.2% 5 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 14.3 3.6% 5 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 14.2 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 14.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Adventist Health System/ West CIK 0001802516 0.949 12 14.0 2.2% 5 +0.1 pp +0.2 pp +0.3 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 13.9 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 13.1 8.2% 4 +0.6 pp +0.6 pp +0.6 pp +8.2 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 13.0 2.5% 5 +0.6 pp +1.4 pp +1.3 pp +1.6 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 12.4 2.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 12.3 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 12.2 1.0% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 12.1 1.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
Trust Co of the South CIK 0002008165 0.815 146 11.8 1.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Marion Wealth Management CIK 0001911097 0.503 156 11.8 2.4% 5 +0.2 pp -0.1 pp -0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 11.6 1.9% 5 -0.3 pp -0.6 pp -0.3 pp -0.5 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 11.6 2.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 11.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 10.9 2.9% 5 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 10.9 5.9% 3 +0.6 pp +0.9 pp +5.9 pp +5.9 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 10.9 1.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 10.8 5.8% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 10.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 10.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 10.6 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 10.5 3.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 10.4 2.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.1 0.2% 7 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 10.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 9.9 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 9.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 9.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 9.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 9.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WP Advisors, LLC CIK 0001697796 0.593 119 9.1 2.2% 5 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
NFSG Corp CIK 0001879757 0.275 1245 9.0 1.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.9 0.5% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 8.8 3.2% 5 +0.3 pp +0.2 pp +0.1 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.8 0.6% 5 +0.1 pp +0.5 pp +0.0 pp +0.5 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 8.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 8.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 8.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 8.5 2.1% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Wellington Grp LLC CIK 0002134013 0.401 144 8.4 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 8.3 1.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 8.2 4.5% 5 +1.2 pp +1.3 pp +1.1 pp +2.2 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 8.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 8.0 1.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 8.0 2.7% 5 -0.2 pp -0.9 pp -1.2 pp -2.7 pp
Argent Trust Co CIK 0001625292 0.533 769 7.7 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CX Institutional CIK 0001737089 0.437 1568 7.6 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 7.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.7 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 7.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 7.3 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 7.2 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 7.2 6.2% 2 +0.4 pp +6.2 pp +6.2 pp +6.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.2 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 7.2 4.9% 2 +0.5 pp +4.9 pp +4.9 pp +4.9 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 7.1 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.1 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 7.1 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 6.9 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 6.8 1.8% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 6.8 2.6% 5 +0.0 pp +0.2 pp +0.3 pp -0.3 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 6.7 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 6.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 6.7 1.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 6.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 6.4 2.6% 6 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Trust Point Inc. CIK 0001635633 0.568 463 6.3 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 6.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.1 0.2% 5 +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 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Zeit Capital LLC CIK 0001808163 0.744 52 6.1 3.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.1 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 5.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seek First Inc. CIK 0002060504 0.523 67 5.9 3.7% 5 +0.3 pp +0.7 pp +0.7 pp +0.8 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.7 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 5.7 1.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 5.6 4.1% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Accel Wealth Management CIK 0001838226 0.241 305 5.5 1.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 5.5 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 5.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.3 1.8% 5 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 5.3 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 5.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 5.1 3.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 5.0 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 5.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 5.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 4.9 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 4.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Members Trust Co CIK 0001677560 0.939 170 4.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 4.8 1.4% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 4.7 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.5 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 4.5 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 4.5 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 4.4 1.4% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 4.4 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 4.4 0.6% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 4.4 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 4.3 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 4.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.2 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 4.1 0.5% 6 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 4.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 4.0 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.0 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 3.9 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.9 1.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 3.9 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.8 3.1% 6 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.8 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 3.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 3.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 3.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.7 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Apella Capital, LLC CIK 0001801507 0.827 695 3.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 3.7 1.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 3.6 1.6% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 3.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 3.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 3.6 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Matisse Capital CIK 0001668256 0.148 158 3.5 1.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.5 1.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 3.3 1.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.3 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 3.3 1.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 3.2 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.2 1.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.2 1.6% 6 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.0 0.0% 5 -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 3.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.9 1.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
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GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 2.9 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.9 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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VANGUARD ADVISERS INC CIK 0000947529 0.995 715 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 2.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 2.6 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.5 0.3% 5 +0.0 pp -0.2 pp +0.0 pp -0.0 pp
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Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BOKF, NA CIK 0000009634 0.752 1160 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 2.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 2.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Apriem Advisors CIK 0001425165 0.679 182 2.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Graetz Wealth LLC CIK 0002053877 0.194 84 2.4 1.9% 2 +0.9 pp +1.9 pp +1.9 pp +1.9 pp
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River Wealth Advisors LLC CIK 0001642570 0.501 217 2.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.3 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 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 +0.0 pp +0.0 pp +0.0 pp -7.6 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.5 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 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 -0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 -0.1 pp -0.1 pp -0.1 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.0 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
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
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 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 -0.1 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.1 pp -0.1 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 -0.1 pp -0.1 pp -0.1 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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 -0.2 pp -0.3 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.7 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 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 +0.0 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 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 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 -0.0 pp -0.0 pp -0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NCP Inc. CIK 0002023709 0.376 78 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Refined Wealth Management CIK 0001724729 0.544 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.0 pp -0.0 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
Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 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 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Legend Capital Advisors LLC CIK 0002111719 0.541 62 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
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seal Cove Capital, LLC CIK 0002135303 0.355 10 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -1.2 pp -1.4 pp -1.4 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
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 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
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 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
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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.0 0.0% 0 +0.0 pp -0.3 pp -0.9 pp -0.9 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
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -0.9 pp -0.8 pp -0.9 pp -0.9 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -2.5 pp -2.5 pp -2.4 pp -2.4 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
BIRCHBROOK, INC. CIK 0002071468 0.526 305 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 (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