Signals

VBR

1915 in-universe funds with a nonzero position in VBR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#193
Score / z1.217 / 1.08
Consensus573.29 over 1074 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+84% / 1.1d ⚡

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 2,911.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 886.2 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 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 829.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 377.9 10.8% 4 +0.9 pp +1.0 pp +1.6 pp +10.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 367.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 350.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 323.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 321.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 320.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 280.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 253.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 222.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 209.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 183.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 180.2 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 178.6 2.2% 4 +0.0 pp +0.0 pp +0.1 pp +2.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 177.6 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 176.0 0.3% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 167.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 146.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 141.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 136.8 1.4% 4 -0.0 pp +0.0 pp -0.5 pp +1.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 122.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 113.6 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 107.6 0.8% 4 +0.1 pp +0.1 pp -0.2 pp +0.8 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 106.1 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 102.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 100.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 100.5 6.4% 4 +1.0 pp +1.1 pp +0.0 pp +6.4 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 86.5 6.1% 4 -0.9 pp -1.1 pp -1.0 pp +6.1 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 85.2 2.3% 4 +0.0 pp -0.0 pp -0.0 pp +2.3 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 83.4 6.7% 4 -0.0 pp +0.0 pp +0.1 pp +6.7 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 83.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 81.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 80.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 73.7 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 73.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 70.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 70.5 17.6% 4 +0.5 pp +0.7 pp +0.8 pp +17.6 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 68.9 7.0% 4 +0.2 pp +0.3 pp +0.2 pp +7.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 68.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 68.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 64.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 64.4 2.0% 4 +0.0 pp +0.0 pp -0.1 pp +2.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 61.8 8.6% 4 -0.2 pp -0.1 pp +0.3 pp +8.6 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 61.5 2.8% 4 -0.0 pp -0.1 pp -0.1 pp +2.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 60.4 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 59.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 58.9 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 58.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 57.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 55.5 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
BAILARD, INC. CIK 0000750641 0.577 763 55.1 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
WIT, LLC CIK 0001840025 0.965 24 54.3 1.0% 4 -0.0 pp -0.2 pp -0.2 pp +1.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 53.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 51.6 5.4% 4 +2.0 pp +4.2 pp +4.5 pp +5.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 49.2 1.7% 4 -0.1 pp -0.3 pp -0.4 pp +1.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 48.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 46.9 0.6% 4 -0.0 pp -0.0 pp -0.3 pp +0.6 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 46.2 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 44.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 43.0 9.7% 4 -0.9 pp -1.2 pp -0.2 pp +9.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 42.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Foster Group, Inc. CIK 0001841544 0.874 318 40.6 1.2% 4 +0.0 pp -0.1 pp -0.2 pp +1.2 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 40.1 1.3% 4 +0.2 pp +0.3 pp +0.3 pp +1.3 pp
CWM, LLC CIK 0001535847 0.788 5645 40.0 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 39.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.0 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 38.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 38.0 3.8% 4 -0.0 pp +0.1 pp +0.2 pp +3.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 37.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 34.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 34.2 7.5% 4 +0.6 pp +7.4 pp +7.4 pp +7.5 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 34.2 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 34.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 33.2 5.4% 4 +0.2 pp +0.3 pp +0.3 pp +5.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 32.8 1.9% 4 +0.3 pp +0.2 pp -0.0 pp +1.9 pp
Marotta Asset Management CIK 0001802091 0.618 103 32.2 5.9% 4 +0.3 pp +0.5 pp +0.7 pp +5.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 31.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 30.7 2.8% 4 -0.1 pp -0.1 pp -0.3 pp +2.8 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 30.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 29.9 13.2% 2 +0.6 pp +13.2 pp +13.2 pp +13.2 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 29.7 6.2% 4 +0.2 pp +0.3 pp +0.3 pp +6.2 pp
McAdam, LLC CIK 0001695490 0.802 516 29.0 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.7 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 28.6 2.6% 4 +0.0 pp -0.1 pp -0.1 pp +2.6 pp
25 LLC CIK 0001968777 0.795 80 28.5 8.8% 4 -0.1 pp -4.9 pp -4.9 pp +8.8 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 28.4 1.8% 4 +0.0 pp +0.3 pp +0.3 pp +1.8 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 27.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 27.2 9.1% 4 -0.1 pp +0.0 pp +0.1 pp +9.1 pp
Brickley Wealth Management CIK 0001712533 0.861 68 27.1 4.7% 4 +0.2 pp +0.1 pp -0.1 pp +4.7 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 26.9 5.2% 4 -0.1 pp +0.1 pp -0.2 pp +5.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 26.8 0.4% 4 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 24.9 5.9% 4 +0.6 pp +0.6 pp +0.2 pp +5.9 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 23.5 7.5% 4 -0.2 pp -0.7 pp -0.9 pp +7.5 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 23.4 4.7% 4 +0.1 pp +0.1 pp +0.1 pp +4.7 pp
&PARTNERS CIK 0000107136 0.806 2509 22.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 22.9 1.6% 4 -0.0 pp -0.0 pp -0.0 pp +1.6 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 22.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Partners in Financial Planning CIK 0002054264 0.816 131 22.1 3.7% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 22.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 22.1 3.1% 4 -0.4 pp -0.5 pp -0.9 pp +3.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 21.7 2.7% 4 -0.5 pp -3.6 pp -3.3 pp +2.7 pp
PDS Planning, Inc CIK 0000838618 0.712 609 21.5 1.4% 4 +0.0 pp -0.0 pp -0.0 pp +1.4 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 21.4 4.8% 4 +0.1 pp +0.6 pp +0.3 pp +4.8 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 21.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 21.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avion Wealth CIK 0001792704 0.773 1750 20.6 4.3% 4 +0.0 pp +0.1 pp -0.0 pp +4.3 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 20.4 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 19.8 1.4% 4 +0.5 pp +0.4 pp +0.6 pp +1.4 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 19.7 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 19.1 0.5% 1 +0.5 pp +0.5 pp +0.3 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 18.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 18.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 18.6 3.9% 4 +0.3 pp +0.1 pp +0.2 pp +3.9 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 18.5 9.2% 3 +0.6 pp +0.7 pp +9.2 pp +9.2 pp
Willis Investment Counsel CIK 0001310929 0.439 125 18.2 1.0% 4 +0.1 pp +0.4 pp +0.4 pp +1.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 18.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 17.9 4.8% 4 -0.4 pp -0.5 pp -0.5 pp +4.8 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 17.2 3.0% 4 +0.1 pp +0.1 pp +0.1 pp +3.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 17.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 17.0 3.1% 4 +0.0 pp -0.3 pp -0.6 pp +3.1 pp
HILLMAN CO CIK 0001036288 0.368 14 17.0 6.6% 4 +0.9 pp +1.6 pp +0.8 pp +6.6 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 16.6 0.6% 4 +0.1 pp -0.0 pp -0.0 pp +0.6 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 16.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 16.4 3.0% 4 +0.0 pp +0.1 pp -0.0 pp +3.0 pp
Family CFO Inc CIK 0001911695 0.752 47 16.1 7.2% 4 -0.0 pp -0.2 pp -0.2 pp +7.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 16.1 1.8% 4 +0.1 pp +0.1 pp +0.5 pp +1.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 15.5 2.1% 4 -0.0 pp -0.0 pp +0.1 pp +2.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 15.4 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 15.1 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 15.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 15.0 5.7% 4 -0.5 pp -0.9 pp -2.2 pp +5.7 pp
Apella Capital, LLC CIK 0001801507 0.827 695 14.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 14.8 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 14.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 14.2 1.8% 4 +0.1 pp -0.1 pp -0.1 pp +1.8 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 14.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 14.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 14.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 14.0 6.2% 4 +0.4 pp +1.0 pp +0.5 pp +6.2 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 13.9 4.7% 4 +0.1 pp -0.1 pp -0.4 pp +4.7 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 13.8 4.2% 5 -0.0 pp +0.1 pp +0.2 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 13.2 2.5% 4 +0.1 pp +0.1 pp +0.1 pp +2.5 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 13.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 13.1 4.9% 4 +0.3 pp +0.3 pp +0.4 pp +4.9 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 13.1 7.5% 4 -0.4 pp -1.9 pp -0.9 pp +7.5 pp
Coastline Trust Co CIK 0001324279 0.630 406 12.9 1.3% 4 -0.7 pp -0.9 pp -0.9 pp +1.3 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 12.9 2.5% 4 +0.0 pp +0.0 pp -0.1 pp +2.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 12.8 1.7% 4 -1.1 pp -0.9 pp -0.8 pp +1.7 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 12.8 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 12.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 12.6 1.5% 4 -0.1 pp -0.1 pp +0.1 pp +1.5 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 12.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 12.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 12.3 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 12.3 1.0% 4 +0.3 pp +0.3 pp +0.3 pp +1.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 12.2 2.6% 4 -0.0 pp -0.1 pp -0.0 pp +2.6 pp
Veery Capital, LLC CIK 0001844375 0.780 100 12.2 3.7% 4 +0.2 pp +0.2 pp +0.2 pp +3.7 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 12.1 1.3% 4 +0.0 pp -0.0 pp -0.0 pp +1.3 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 11.8 1.5% 4 +0.0 pp -0.0 pp +0.0 pp +1.5 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 11.8 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 11.7 6.8% 4 +0.3 pp +0.5 pp +0.9 pp +6.8 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 11.6 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
Sepio Capital, LP CIK 0001751412 0.794 346 11.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 11.4 6.9% 4 +0.4 pp +0.5 pp +0.4 pp +6.9 pp
Firestone Capital Management CIK 0001799964 0.602 168 11.3 2.4% 4 +0.1 pp +0.0 pp +0.0 pp +2.4 pp
Lansing Street Advisors CIK 0001926571 0.417 166 11.2 2.8% 4 +0.0 pp -0.1 pp -0.0 pp +2.8 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 11.1 7.7% 3 +0.2 pp +0.2 pp +7.7 pp +7.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 11.0 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 10.9 2.9% 4 -0.0 pp -0.2 pp -0.3 pp +2.9 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 10.9 2.2% 4 +0.5 pp +0.3 pp +0.3 pp +2.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 10.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 10.7 3.3% 3 +0.1 pp -1.9 pp +3.3 pp +3.3 pp
MAYPORT, LLC CIK 0001922875 0.801 134 10.5 1.9% 4 +0.0 pp +0.0 pp +0.0 pp +1.9 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 10.4 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.4 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 10.3 3.5% 4 -0.2 pp -0.3 pp -0.2 pp +3.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 10.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 10.2 3.8% 4 +1.1 pp +2.2 pp +2.7 pp +3.8 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 10.2 5.1% 4 +0.3 pp +0.0 pp +0.0 pp +5.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 10.2 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 10.1 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 10.1 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
Oath Planning, LLC CIK 0002109944 0.590 71 10.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 10.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 9.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 9.8 2.8% 4 +0.0 pp +0.1 pp +0.1 pp +2.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 9.8 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 9.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 9.8 0.7% 4 -1.6 pp +0.0 pp -0.0 pp +0.7 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 9.7 3.8% 4 +0.0 pp -0.0 pp -0.2 pp +3.8 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 9.6 4.9% 4 +0.3 pp -0.1 pp +0.0 pp +4.9 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 9.3 9.2% 1 +9.2 pp -0.7 pp -1.4 pp +9.2 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 9.3 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 9.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.1 2.3% 4 -0.0 pp -0.1 pp -0.3 pp +2.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 8.8 1.0% 2 +0.0 pp +1.0 pp +0.5 pp +1.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 8.6 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.6 0.2% 4 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 8.6 5.6% 4 -0.1 pp -0.2 pp -0.2 pp +5.6 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 8.5 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 8.5 1.0% 4 +0.3 pp +0.4 pp +1.0 pp +1.0 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 8.4 1.9% 4 -0.0 pp -0.1 pp -0.2 pp +1.9 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.3 2.9% 6 -0.1 pp -0.3 pp -0.6 pp -0.7 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 8.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 8.3 1.8% 4 +0.4 pp +0.4 pp +0.3 pp +1.8 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 8.2 0.5% 4 -0.0 pp -1.1 pp -0.8 pp +0.5 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 8.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Elgethun Capital Management CIK 0001638022 0.537 174 8.1 1.3% 4 +0.0 pp +0.1 pp +0.2 pp +1.3 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 8.1 6.2% 4 +0.2 pp +0.3 pp +0.3 pp +6.2 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 8.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 8.1 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 8.1 3.3% 4 +0.1 pp +0.1 pp +0.2 pp +3.3 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 8.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 8.0 1.1% 4 +0.1 pp +0.0 pp +0.0 pp +1.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 8.0 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 8.0 3.5% 4 +0.1 pp +0.3 pp +0.2 pp +3.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 7.9 5.5% 4 +0.1 pp -0.0 pp -0.1 pp +5.5 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.9 1.8% 4 -0.0 pp -0.2 pp -0.2 pp +1.8 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 7.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
General Partner, Inc. CIK 0001800508 0.326 167 7.8 4.8% 4 +1.2 pp +1.4 pp +1.4 pp +4.8 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 7.7 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 7.6 4.4% 4 +0.4 pp +0.5 pp +0.5 pp +4.4 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 7.6 5.3% 4 +0.3 pp +0.3 pp +0.2 pp +5.3 pp
Tacita Capital Inc CIK 0001846287 0.305 214 7.5 4.4% 4 +0.1 pp -0.0 pp +0.1 pp +4.4 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 7.4 4.2% 4 +0.0 pp +0.1 pp +0.2 pp +4.2 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 7.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 7.4 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.4 1.5% 4 +0.0 pp -0.0 pp +0.0 pp +1.5 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 7.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.3 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 7.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 7.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 7.3 2.0% 3 -0.0 pp -0.3 pp +2.0 pp +2.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 7.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 7.2 1.4% 4 +0.2 pp +0.2 pp +0.2 pp +1.4 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.2 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 7.1 2.0% 4 -0.0 pp -0.0 pp +0.0 pp +2.0 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 7.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
SWAN Capital LLC CIK 0001952722 0.651 580 7.0 2.6% 4 -0.5 pp -0.8 pp -2.0 pp +2.6 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.0 2.2% 4 +0.1 pp -0.0 pp -0.0 pp +2.2 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 7.0 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
E-Wealth Partners, LLC CIK 0002129940 0.579 59 7.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 6.8 1.3% 4 +0.1 pp +0.0 pp +0.0 pp +1.3 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 6.8 2.0% 4 -0.3 pp -0.3 pp -0.3 pp +2.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.8 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 6.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 6.7 1.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.7 1.6% 4 -0.5 pp -0.5 pp -0.7 pp +1.6 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 6.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 6.7 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 6.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 6.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 6.6 2.1% 3 +0.3 pp +0.5 pp +2.1 pp +2.1 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 6.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 6.6 2.7% 4 +0.2 pp +0.2 pp +0.2 pp +2.7 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 6.5 2.9% 4 +0.2 pp +0.4 pp -0.4 pp +2.9 pp
Boston Partners CIK 0001386060 0.833 802 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 6.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 6.4 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
Creekside Partners CIK 0002035951 0.343 193 6.3 2.6% 4 +0.1 pp +0.0 pp +0.0 pp +2.6 pp
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Columbus Macro, LLC CIK 0001727269 0.259 207 6.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.2 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 6.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
NWAM LLC CIK 0001655006 0.392 684 6.1 0.4% 4 +0.0 pp -0.1 pp +0.1 pp +0.4 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.0 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 6.0 2.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Ervin Investment Management, LLC CIK 0001907802 0.618 47 5.9 3.5% 4 +3.2 pp +0.6 pp +0.6 pp +3.5 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 5.9 0.9% 3 -0.6 pp -0.9 pp +0.9 pp +0.9 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 5.9 4.1% 4 +0.1 pp -0.5 pp -0.5 pp +4.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sigma Planning Corp CIK 0001449126 0.520 1394 5.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 5.7 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 5.7 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 5.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.7 2.2% 4 -0.1 pp -0.1 pp -0.3 pp +2.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.7 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 5.6 0.5% 4 -0.1 pp -0.5 pp -1.9 pp +0.5 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.6 0.2% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.649 102 5.6 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 5.5 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
PFG Advisors CIK 0001694435 0.248 791 5.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 5.5 1.9% 4 +0.0 pp -0.0 pp -0.3 pp +1.9 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 5.5 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 5.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Obsido Oy CIK 0002067281 0.833 20 5.4 3.3% 5 +0.1 pp +0.0 pp +0.2 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Zeit Capital LLC CIK 0001808163 0.744 52 5.3 3.6% 4 +0.1 pp +0.1 pp +0.2 pp +3.6 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 5.3 2.9% 4 -0.0 pp -0.2 pp -0.4 pp +2.9 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Tenret Co LLC CIK 0001874146 0.725 33 5.3 2.5% 4 +0.1 pp +0.1 pp +0.1 pp +2.5 pp
Bay Rivers Group CIK 0001798924 0.313 125 5.3 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
Seek First Inc. CIK 0002060504 0.523 67 5.2 3.7% 4 +0.5 pp +0.5 pp +0.3 pp +3.7 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 5.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 5.2 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 5.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 5.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 5.0 0.8% 4 +0.2 pp +0.6 pp +0.8 pp +0.8 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 5.0 2.2% 4 -0.0 pp -0.3 pp +0.1 pp +2.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Truepoint, Inc. CIK 0001427748 0.954 160 4.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 4.9 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.9 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.9 1.7% 4 +0.4 pp +0.3 pp +0.5 pp +1.7 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 4.9 1.7% 4 +0.0 pp -0.2 pp -0.1 pp +1.7 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 4.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Wedmont Private Capital CIK 0001904274 0.771 949 4.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
CGN Advisors LLC CIK 0001841506 0.595 322 4.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 4.7 0.9% 4 +0.0 pp +0.0 pp +0.2 pp +0.9 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 4.7 3.5% 4 +0.8 pp +0.7 pp +0.6 pp +3.5 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 4.6 3.1% 4 +0.3 pp +0.0 pp -0.0 pp +3.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 4.5 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
Bangor Savings Bank CIK 0001352675 0.827 543 4.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hilltop National Bank CIK 0002021658 0.280 805 4.5 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 4.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.4 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 4.4 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
Apriem Advisors CIK 0001425165 0.679 182 4.4 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.4 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 4.4 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 4.4 2.0% 4 -0.2 pp -0.2 pp -0.2 pp +2.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 4.4 2.0% 4 -0.0 pp -0.0 pp -0.0 pp +2.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 4.3 1.3% 4 -0.5 pp -0.5 pp -0.6 pp +1.3 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 4.3 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.3 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 4.3 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.3 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 4.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 4.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 4.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 4.1 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 4.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 4.1 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 4.0 2.6% 3 +1.9 pp -0.1 pp +2.6 pp +2.6 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.0 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 4.0 2.1% 4 +0.0 pp +0.1 pp +0.2 pp +2.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 3.9 1.9% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 3.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.9 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 3.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 3.8 1.3% 4 +0.1 pp -0.0 pp -0.0 pp +1.3 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 3.8 2.2% 4 +0.0 pp +0.1 pp +0.1 pp +2.2 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 3.8 0.2% 4 -0.1 pp +0.1 pp -0.0 pp +0.2 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 3.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.8 1.5% 4 +0.0 pp -0.2 pp -0.2 pp +1.5 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 3.8 1.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 3.7 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.7 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 3.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.7 0.5% 4 -0.4 pp -0.1 pp -0.1 pp +0.5 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 3.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 3.6 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 3.6 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.5 0.7% 4 +0.1 pp -0.1 pp -0.1 pp +0.7 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.5 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.5 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Forza Wealth Management, LLC CIK 0001963030 0.261 194 3.5 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 3.4 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 3.4 1.1% 4 -0.7 pp +0.0 pp +0.0 pp +1.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 3.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 3.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
rebel Financial LLC CIK 0002077940 0.467 65 3.4 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 3.3 2.1% 4 +0.1 pp +0.1 pp +0.0 pp +2.1 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.3 1.6% 4 -0.0 pp +0.1 pp +0.1 pp +1.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 3.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.3 0.2% 4 -0.0 pp -0.4 pp -0.3 pp +0.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Access Investment Management LLC CIK 0002010477 0.311 144 3.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.2 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
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KPP Advisory Services LLC CIK 0001989349 0.344 361 3.1 0.5% 4 -0.2 pp -0.6 pp -0.7 pp +0.5 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 3.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 3.1 1.3% 4 +0.1 pp -0.7 pp -0.0 pp +1.3 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 3.0 2.5% 4 +0.1 pp +0.1 pp +0.1 pp +2.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 3.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
OLIO Financial Planning CIK 0001906766 0.888 68 3.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Vawter Financial, Ltd. CIK 0001974403 0.509 131 3.0 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
55 North Private Wealth, LLC CIK 0002106457 0.556 304 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 2.9 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
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Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
CHRISTINE MESSMER PC CIK 0002097609 0.479 86 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 2.9 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
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SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balefire, LLC CIK 0001750924 0.097 475 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
RS CRUM INC. CIK 0001401459 0.764 103 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.9 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 0.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.9 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
LPWM LLC CIK 0001801101 0.514 98 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.432 174 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Embree Financial Group CIK 0002020860 0.466 283 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.8 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.8 0.7% 4 +0.3 pp +0.2 pp +0.2 pp +0.7 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westhampton Capital, LLC CIK 0001639997 0.307 131 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
truNorth Financial Services, Inc. CIK 0002108201 0.521 59 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 0.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 0.8 1.3% 4 +0.2 pp +0.0 pp +0.0 pp +1.3 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.8 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.7 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.7 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 0.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.7 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.7 0.8% 4 +0.1 pp +0.1 pp -0.1 pp +0.8 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.7 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
K2 Financial Inc. CIK 0002044711 0.455 60 0.7 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Busey Bank CIK 0001427202 0.741 388 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
American Trust CIK 0001905128 0.729 334 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.7 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.7 0.2% 4 -0.4 pp -0.6 pp -0.6 pp +0.2 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.7 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.7 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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ERn Financial, LLC CIK 0001768302 0.529 161 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
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FWG Investments, LLC. CIK 0001944877 0.127 116 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
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Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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POTENTIA WEALTH CIK 0002052308 0.453 60 0.6 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.6 0.3% 5 -0.3 pp -0.6 pp -1.6 pp -1.9 pp
QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.4 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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New Hampshire Trust CIK 0001961742 0.436 176 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berman McAleer LLC CIK 0002094332 0.753 175 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Argent Advisors, Inc. CIK 0001426851 0.354 186 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TPG Advisors LLC CIK 0002033388 0.435 115 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.4 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
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BWM Planning, LLC CIK 0002039698 0.671 99 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.4 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 0.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LWM ADVISORS INC CIK 0002067328 0.795 37 0.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Montis Financial, LLC CIK 0001844314 0.565 152 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.3 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 -0.3 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 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
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -2.6 pp -2.7 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.7 pp -0.2 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MWA Asset Management CIK 0001903058 0.228 129 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 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
RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 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 -0.1 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
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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
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
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 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 -0.6 pp -0.6 pp +0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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 -0.2 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
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 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
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 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
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.9 pp +0.0 pp -0.1 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.1 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 VBR). Qtrs Held counts distinct quarters this fund has actually held VBR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VBR position size. Δ columns are the percentage-point change in VBR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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