Signals

VBK

1243 in-universe funds with a nonzero position in VBK within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1011
Score / z0.069 / 0.09
Consensus384.51 over 734 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 3,099.0 0.2% 4 +0.0 pp +0.0 pp +0.0 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 568.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 472.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 309.1 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 292.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 274.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 271.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 234.5 1.2% 1 +1.2 pp +0.0 pp +1.2 pp +1.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 219.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 209.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 201.9 6.1% 3 -0.1 pp -0.1 pp +6.1 pp +6.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 182.3 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
CHOREO, LLC CIK 0001679031 0.797 1690 159.7 2.0% 3 +0.1 pp +0.0 pp +2.0 pp +2.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 159.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 155.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 155.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 153.1 1.2% 3 -0.0 pp -0.5 pp +1.2 pp +1.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 146.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 130.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 125.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 112.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 106.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 102.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 98.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 94.8 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 92.5 3.2% 3 +0.0 pp +0.1 pp +3.2 pp +3.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 89.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 77.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 75.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 68.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 64.2 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 64.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 63.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 61.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 54.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 50.3 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 44.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 44.6 4.5% 3 +0.1 pp +0.3 pp +4.5 pp +4.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 43.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 41.8 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 41.7 4.2% 3 +0.0 pp +0.2 pp +4.2 pp +4.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 41.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 40.9 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 40.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 39.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
One Day In July LLC CIK 0001823172 0.854 167 37.6 3.1% 3 +0.0 pp +0.3 pp +3.1 pp +3.1 pp
Creative Planning CIK 0001540235 0.979 4196 36.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 36.5 4.7% 3 -0.2 pp -0.3 pp +4.7 pp +4.7 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 36.5 4.0% 3 -0.3 pp -0.3 pp +4.0 pp +4.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 35.6 2.4% 3 +0.0 pp +1.3 pp +2.4 pp +2.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 35.2 1.4% 3 +0.3 pp +0.3 pp +1.4 pp +1.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 34.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 33.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 33.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brickley Wealth Management CIK 0001712533 0.861 68 30.4 5.1% 3 -0.1 pp -0.3 pp +5.1 pp +5.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 30.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 28.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 28.0 3.4% 3 -0.4 pp -0.4 pp +3.4 pp +3.4 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 27.7 9.1% 3 -0.2 pp -0.1 pp +9.1 pp +9.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 26.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 26.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 24.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
McAdam, LLC CIK 0001695490 0.802 516 23.3 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 22.8 0.0% 3 +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 22.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 21.8 4.5% 3 -0.1 pp +0.0 pp +4.5 pp +4.5 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 20.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 20.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Partners in Financial Planning CIK 0002054264 0.816 131 20.0 3.4% 4 -0.0 pp -0.0 pp +0.1 pp +3.4 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 19.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
FMR LLC CIK 0000315066 0.989 5571 19.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 19.0 2.3% 3 -1.8 pp -1.8 pp +2.3 pp +2.3 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 18.9 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 18.9 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 17.9 2.9% 3 -0.0 pp -0.0 pp +2.9 pp +2.9 pp
Robinswood Financial LLC CIK 2139748 0.585 435 17.5 5.6% 5 -0.1 pp +0.1 pp +0.3 pp -0.4 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 17.2 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 17.1 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
RS CRUM INC. CIK 0001401459 0.764 103 16.3 3.3% 3 -0.2 pp -0.2 pp +3.3 pp +3.3 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 16.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 16.0 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 15.8 2.9% 3 +0.0 pp -0.0 pp +2.9 pp +2.9 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 15.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 15.2 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 14.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 13.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 13.8 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 13.7 4.3% 4 +0.1 pp +0.2 pp +0.2 pp +4.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 13.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FC Advisory LLC CIK 0001683754 0.633 118 12.6 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 12.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 12.2 4.0% 3 -0.1 pp -0.2 pp +4.0 pp +4.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 12.2 1.6% 3 -0.0 pp +0.4 pp +1.6 pp +1.6 pp
Veery Capital, LLC CIK 0001844375 0.780 100 12.0 3.7% 3 -0.0 pp +0.1 pp +3.7 pp +3.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Adventist Health System/ West CIK 0001802516 0.949 12 11.5 1.9% 3 +0.1 pp -0.4 pp +1.9 pp +1.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 11.2 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 11.0 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 10.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.9 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 10.7 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 10.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CX Institutional CIK 0001737089 0.437 1568 10.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 10.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 10.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 10.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 10.1 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 9.6 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 9.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 9.6 2.4% 3 +0.2 pp +0.1 pp +2.4 pp +2.4 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 9.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 9.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 9.4 2.8% 3 -0.0 pp +1.2 pp +2.8 pp +2.8 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SWAN Capital LLC CIK 0001952722 0.651 580 9.2 3.6% 3 -0.3 pp -1.8 pp +3.6 pp +3.6 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 9.2 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 9.1 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 9.1 5.3% 3 +0.0 pp +0.1 pp +5.3 pp +5.3 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 9.1 3.0% 3 -0.1 pp -0.0 pp +3.0 pp +3.0 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 9.0 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.0 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 8.8 3.5% 3 -0.0 pp -0.0 pp +3.5 pp +3.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 8.7 2.2% 3 -0.6 pp -0.8 pp +2.2 pp +2.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trust Co of the South CIK 0002008165 0.815 146 8.5 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 8.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 8.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 8.2 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 8.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 8.1 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 7.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.3 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 7.2 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 7.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 7.1 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 7.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 6.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 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 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 6.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 6.3 3.2% 3 -0.2 pp +0.9 pp +3.2 pp +3.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 6.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 6.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 6.0 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.9 0.2% 4 -0.0 pp -0.2 pp -0.1 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 5.8 2.5% 3 +0.1 pp -0.5 pp +2.5 pp +2.5 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.7 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 5.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 5.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.6 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 5.4 2.5% 4 +0.1 pp +0.2 pp +0.2 pp +2.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.2 0.8% 3 -0.1 pp -0.3 pp +0.8 pp +0.8 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 5.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Zeit Capital LLC CIK 0001808163 0.744 52 5.0 3.4% 3 +0.0 pp +0.1 pp +3.4 pp +3.4 pp
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Members Trust Co CIK 0001677560 0.939 170 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 4.9 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
Tenret Co LLC CIK 0001874146 0.725 33 4.9 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 4.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 4.7 3.7% 3 +0.0 pp -0.0 pp +3.7 pp +3.7 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 4.6 1.0% 3 -0.1 pp +0.2 pp +1.0 pp +1.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.6 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Seek First Inc. CIK 0002060504 0.523 67 4.3 3.0% 3 -0.0 pp +0.0 pp +3.0 pp +3.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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Probity Advisors, Inc. CIK 0001676603 0.563 232 4.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 3.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.9 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
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Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Hilltop National Bank CIK 0002021658 0.280 805 3.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 3.7 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 3.7 1.4% 1 +1.4 pp +1.4 pp +0.3 pp +1.4 pp
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Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 2.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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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
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.0 0.0% 0 +0.0 pp -0.1 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
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
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.4 pp -0.4 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
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -1.1 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
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 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
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 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
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
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -2.4 pp -2.4 pp +0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -0.8 pp -0.5 pp +0.0 pp +0.0 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 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
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 -0.4 pp -0.4 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
Blume Capital Management, Inc. CIK 0001587192 0.385 356 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
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
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.4 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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.2 pp +0.0 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
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -1.8 pp -0.9 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
Stenger Family Office, LLC CIK 0002056106 0.508 123 0.0 0.0% 0 -0.1 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
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.0 0.0% 0 -1.6 pp -1.6 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 -0.1 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.3 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 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
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 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
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -7.6 pp +0.0 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 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
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
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
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 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
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
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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.0 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
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
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.5 pp -0.5 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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