Signals

VBR

2011 in-universe funds with a nonzero position in VBR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#185
Score / z1.255 / 1.50
Consensus574.36 over 1073 funds
Momentum-0.14 ≠

Price & positioning

250 cached closes, trailing year
Drawdown0%
Short interest+6% / 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 3,324.0 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 1,184.1 2.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 938.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 424.2 10.5% 5 -0.3 pp +0.6 pp +0.7 pp +1.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 407.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 387.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 375.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 368.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 356.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 314.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 292.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 251.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 249.2 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 207.8 0.2% 6 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 205.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 202.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 198.1 2.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 187.8 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 184.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 164.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 160.0 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 155.3 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 152.2 1.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.5 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 150.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 133.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 130.1 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 123.7 0.9% 5 +0.1 pp +0.2 pp +0.2 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 117.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 115.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 113.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 112.5 6.4% 5 -0.0 pp +1.0 pp +1.0 pp -0.0 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 96.3 6.9% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 93.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 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 93.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 92.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 92.3 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 83.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 80.6 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 79.7 17.3% 5 -0.4 pp +0.1 pp +0.3 pp +0.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 78.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 78.3 7.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 76.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 73.6 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 72.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 70.6 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 68.6 2.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 63.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 62.8 8.3% 5 -0.3 pp -0.4 pp -0.4 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 62.7 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
BAILARD, INC. CIK 0000750641 0.578 763 62.6 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 62.1 4.0% 5 +2.9 pp +3.2 pp +3.2 pp +3.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 60.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 60.3 5.3% 5 -0.2 pp +1.8 pp +4.1 pp +4.3 pp
WIT, LLC CIK 0001840025 0.965 24 58.9 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 54.9 1.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 54.3 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 53.8 6.7% 3 +0.4 pp +0.6 pp +6.7 pp +6.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 53.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 52.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 52.8 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 48.5 10.5% 5 +0.7 pp -0.2 pp -0.4 pp +0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 47.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 46.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 45.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 44.9 1.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 44.8 1.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 42.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 41.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 40.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 39.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 37.7 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 37.1 3.3% 5 -0.5 pp -0.5 pp -0.4 pp -0.3 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 36.5 5.3% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
Marotta Asset Management CIK 0001802091 0.618 103 35.9 6.0% 5 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 35.6 7.3% 5 -0.2 pp +0.4 pp +7.2 pp +7.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 35.2 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 34.5 1.8% 5 -0.1 pp +0.1 pp +0.0 pp -0.2 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 34.0 6.3% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 33.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 32.8 13.8% 3 +0.7 pp +1.3 pp +13.8 pp +13.8 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 32.2 2.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
25 LLC CIK 0001968777 0.795 80 31.9 8.7% 5 -0.1 pp -0.2 pp -4.9 pp -5.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 31.9 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 31.7 5.0% 5 -0.2 pp -0.4 pp -0.2 pp -0.4 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 31.4 2.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 30.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Brickley Wealth Management CIK 0001712533 0.861 68 30.6 4.4% 5 -0.3 pp -0.0 pp -0.1 pp -0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 30.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 30.3 9.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
McAdam, LLC CIK 0001695490 0.802 516 28.2 1.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 28.2 1.3% 5 -0.5 pp -0.5 pp -0.2 pp -0.3 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 27.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 27.9 4.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 27.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 27.0 4.4% 5 -0.5 pp -0.4 pp +0.1 pp -0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 26.9 0.4% 5 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 26.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 26.1 1.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 25.7 7.7% 5 +0.2 pp +0.0 pp -0.5 pp -0.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 25.6 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HILLMAN CO CIK 0001036288 0.368 14 25.4 9.0% 5 +2.3 pp +3.2 pp +3.9 pp +3.2 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 25.0 3.2% 5 +0.1 pp -0.2 pp -0.4 pp -0.7 pp
Partners in Financial Planning CIK 0002054264 0.816 131 24.2 3.7% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
E&R Wealth Management, LLC CIK 0002109932 0.850 12 24.2 20.5% 2 +0.9 pp +20.5 pp +20.5 pp +20.5 pp
PDS Planning, Inc CIK 0000838618 0.712 609 23.8 1.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 23.3 9.6% 1 +9.6 pp +9.6 pp -0.3 pp +0.1 pp
Avion Wealth CIK 0001792704 0.773 1750 23.2 4.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 22.2 0.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 22.0 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 21.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 21.5 3.9% 5 +0.0 pp +0.3 pp +0.1 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 21.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 21.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 20.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 20.4 4.9% 5 +0.1 pp -0.4 pp -0.5 pp -0.4 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 19.8 2.3% 5 -0.4 pp -1.0 pp -4.0 pp -3.7 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 19.6 3.0% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 19.3 0.6% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 19.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 19.0 1.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 18.9 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 18.5 3.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 18.2 3.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.6 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 18.0 0.1% 2 -0.4 pp +0.1 pp +0.1 pp -0.2 pp
Family CFO Inc CIK 0001911695 0.752 47 17.8 6.9% 5 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 17.8 2.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 17.1 1.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 16.7 1.1% 5 -0.3 pp +0.2 pp +0.1 pp +0.3 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 16.6 5.5% 5 -0.2 pp -0.7 pp -1.1 pp -2.4 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 16.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 16.5 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 16.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 16.1 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 16.0 1.7% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 16.0 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 15.9 2.3% 5 +0.6 pp -0.5 pp -0.3 pp -0.3 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 15.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 15.7 4.2% 6 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 15.7 7.7% 5 +0.3 pp -0.2 pp -1.6 pp -0.6 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 15.6 4.6% 5 -0.1 pp -0.0 pp -0.3 pp -0.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 15.2 6.4% 5 +0.3 pp +0.6 pp +1.2 pp +0.7 pp
Apella Capital, LLC CIK 0001801507 0.827 695 15.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 14.9 4.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 14.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 14.7 2.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 14.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 14.4 1.3% 5 -0.0 pp -0.7 pp -0.9 pp -0.9 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 14.3 1.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 14.0 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Veery Capital, LLC CIK 0001844375 0.780 100 14.0 3.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 14.0 2.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 14.0 3.5% 5 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 13.7 2.2% 5 -0.0 pp +0.5 pp +0.3 pp +0.3 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 13.6 1.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 13.6 2.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 13.4 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 13.4 4.3% 5 +0.5 pp +1.6 pp +2.7 pp +3.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Firestone Capital Management CIK 0001799964 0.602 168 13.2 2.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 13.1 7.0% 5 +0.2 pp +0.5 pp +0.7 pp +1.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 12.8 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 12.7 7.9% 4 +0.2 pp +0.4 pp +0.5 pp +7.9 pp
Sepio Capital, LP CIK 0001751412 0.794 346 12.7 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Oath Planning, LLC CIK 0002109944 0.590 71 12.6 9.4% 2 +0.4 pp +9.4 pp +9.4 pp +9.4 pp
Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 12.6 6.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 12.5 2.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 12.4 2.8% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 12.3 3.3% 4 -0.0 pp +0.0 pp -1.9 pp +3.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.493 182 12.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
MAYPORT, LLC CIK 0001922875 0.801 134 12.1 1.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 12.0 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 12.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 11.9 1.3% 3 +0.3 pp +0.3 pp +1.3 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 11.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 11.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 11.5 3.5% 5 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 11.4 6.3% 5 +1.4 pp +1.7 pp +1.3 pp +1.4 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 11.4 4.7% 5 -0.4 pp -0.1 pp -0.4 pp -0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.3 0.2% 1 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 11.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 11.3 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 11.2 0.9% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.2 0.7% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 11.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 11.0 2.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.0 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 11.0 0.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 10.9 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 10.9 1.6% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 10.9 3.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 10.9 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 10.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 10.7 3.6% 5 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 10.6 0.6% 5 -0.1 pp -1.7 pp -0.1 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 10.3 9.0% 2 -0.2 pp +9.0 pp -0.9 pp -1.6 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 10.2 1.0% 5 -0.0 pp +0.2 pp +0.4 pp +1.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 10.2 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 10.0 1.9% 5 +0.1 pp +0.5 pp +0.5 pp +0.4 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 10.0 2.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 9.8 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
Elgethun Capital Management CIK 0001638022 0.537 174 9.7 1.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 9.7 5.8% 5 +0.2 pp +0.1 pp +0.0 pp -0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 9.7 0.4% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 9.6 0.2% 5 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 9.6 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.5 2.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 9.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 9.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 9.3 1.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 9.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 9.1 6.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 9.1 2.2% 3 +1.5 pp +0.4 pp +2.2 pp +2.2 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 9.1 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 9.0 0.5% 5 -0.0 pp -0.1 pp -1.1 pp -0.8 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 9.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Towerpoint Wealth, LLC CIK 0001731445 0.518 113 8.9 3.1% 5 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 8.9 1.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 8.9 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 8.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 8.8 5.4% 5 -0.2 pp -0.0 pp -0.2 pp -0.3 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 8.7 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
General Partner, Inc. CIK 0001800508 0.326 167 8.7 4.7% 5 -0.1 pp +1.2 pp +1.3 pp +1.3 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 8.7 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 8.7 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.6 1.8% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.5 2.7% 7 -0.2 pp -0.2 pp -0.5 pp -0.7 pp
Granby Capital Management, LLC CIK 0001857581 0.846 14 8.5 4.4% 5 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 8.5 5.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
Aurelius Family Office LLC CIK 0002053738 0.739 49 8.4 3.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 8.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 8.4 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 8.4 4.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Tacita Capital Inc CIK 0001846287 0.305 214 8.4 4.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.4 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 8.4 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
E-Wealth Partners, LLC CIK 0002129940 0.579 59 8.4 6.0% 2 +0.4 pp +6.0 pp +6.0 pp +6.0 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 8.3 2.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 8.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 8.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 8.2 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 8.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 8.0 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 7.9 2.4% 4 +0.3 pp +0.5 pp +0.8 pp +2.4 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.9 2.2% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 7.9 6.2% 2 +0.2 pp +6.2 pp +6.2 pp +6.2 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 7.7 1.9% 4 -0.1 pp -0.1 pp -0.4 pp +1.9 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 7.7 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 7.5 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 7.5 3.0% 5 +0.0 pp +0.3 pp +0.4 pp -0.4 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.5 1.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 7.4 1.6% 6 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 7.3 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 7.3 1.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 7.3 1.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 7.3 1.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 7.2 4.4% 5 +0.4 pp +0.4 pp -0.2 pp -0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Creekside Partners CIK 0002035951 0.343 193 7.1 2.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 7.1 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 7.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 7.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 7.0 1.2% 5 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ervin Investment Management, LLC CIK 0001907802 0.618 47 6.9 3.8% 5 +0.3 pp +3.5 pp +0.9 pp +0.9 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 6.9 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.8 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 6.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.8 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
SWAN Capital LLC CIK 0001952722 0.651 580 6.8 2.3% 5 -0.3 pp -0.8 pp -1.1 pp -2.2 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.7 0.8% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 6.7 0.9% 4 +0.0 pp -0.6 pp -0.9 pp +0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 6.6 2.7% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.5 0.2% 6 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 6.5 1.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 6.5 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 6.4 1.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 6.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 6.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 6.4 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 6.3 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 6.3 2.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 6.2 1.9% 5 +0.0 pp +0.1 pp +0.0 pp -0.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 6.2 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 6.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Obsido Oy CIK 0002067281 0.833 20 6.1 3.3% 6 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 6.1 1.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 6.1 0.3% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 6.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zeit Capital LLC CIK 0001808163 0.744 52 6.0 3.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 6.0 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Seek First Inc. CIK 0002060504 0.523 67 6.0 3.8% 5 +0.1 pp +0.6 pp +0.6 pp +0.4 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 6.0 3.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bay Rivers Group CIK 0001798924 0.313 125 5.8 2.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
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Lutz Financial Services LLC CIK 0001737112 0.849 112 5.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.8 1.8% 5 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.4 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 5.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 5.6 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 5.5 0.4% 5 -0.0 pp -0.1 pp -0.5 pp -1.9 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 5.4 1.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 5.4 1.1% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 5.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 5.4 0.5% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 5.3 1.7% 5 -0.0 pp +0.0 pp -0.2 pp -0.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 5.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 5.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 5.2 0.9% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 5.2 3.1% 5 -0.1 pp +0.2 pp -0.1 pp -0.1 pp
RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 5.2 3.5% 5 -0.0 pp +0.8 pp +0.7 pp +0.6 pp
Truepoint, Inc. CIK 0001427748 0.954 160 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 5.1 1.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 5.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 5.0 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 4.9 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
Wedmont Private Capital CIK 0001904274 0.771 949 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 4.9 1.0% 5 -0.3 pp -0.7 pp -0.8 pp -0.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.9 1.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 4.8 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 4.8 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CENTRAL TRUST Co CIK 0000044365 0.727 1568 4.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 4.7 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 4.7 0.3% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 4.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 4.6 0.4% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 4.6 0.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 4.5 1.8% 6 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 4.5 2.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 4.5 2.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Falcon Wealth Planning CIK 0001839850 0.779 244 4.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Lido Advisors, LLC CIK 0001650150 0.880 1849 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.4 0.9% 5 -0.7 pp -1.2 pp -1.2 pp -1.4 pp
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Martel Wealth Advisors LLC CIK 0002039437 0.898 61 4.4 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Echo45 Advisors LLC CIK 0001908617 0.495 78 4.3 2.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 4.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 4.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 4.3 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.3 0.5% 5 +0.0 pp -0.4 pp -0.0 pp -0.1 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 4.3 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 4.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 4.3 2.5% 4 -0.1 pp +1.8 pp -0.2 pp +2.5 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.3 1.6% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
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DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 4.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 4.0 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 4.0 1.0% 4 -0.2 pp -0.2 pp -0.2 pp +1.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 4.0 1.8% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 4.0 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wolff Financial Management LLC CIK 0001767940 0.808 106 3.8 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 3.7 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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3EDGE Asset Management, LP CIK 0001665605 0.494 94 3.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.6 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Disciplined Investments, LLC CIK 0001812492 0.414 144 1.0 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.0 0.6% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 1.0 0.6% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPWM LLC CIK 0001801101 0.514 98 1.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 1.0 0.5% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 1.0 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.0 0.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Embree Financial Group CIK 0002020860 0.466 283 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
American Money Management, LLC CIK 0001600085 0.433 174 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.9 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.9 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.9 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.9 0.2% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
Berkeley, Inc CIK 0002051965 0.447 86 0.9 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envision Financial Planning, LLC CIK 0001964460 0.591 55 0.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Westhampton Capital, LLC CIK 0001639997 0.307 131 0.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.9 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LightSquare Wealth Management, LLC CIK 0002118318 0.293 104 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KDT Advisors, LLC CIK 0002054458 0.223 73 0.9 1.2% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 0.9 1.4% 4 -0.4 pp -0.5 pp -0.2 pp +1.4 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 0.9 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.8 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
truNorth Financial Services, Inc. CIK 0002108201 0.522 59 0.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GLR Partners, LLC CIK 0002134831 0.349 111 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.8 0.8% 5 +0.0 pp +0.2 pp +0.1 pp -0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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OFS Enterprise LLC CIK 0002107566 0.725 106 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Resolute Advisors LLC CIK 0001800217 0.229 81 0.8 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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Unconventional Investor, LLC CIK 0001910387 0.781 49 0.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Busey Bank CIK 0001427202 0.741 388 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Downshift Financial, LLC CIK 0002118380 0.484 660 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 0.7 0.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
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Merited Wealth, LLC CIK 0002123943 0.101 73 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Navalign, LLC CIK 0001820593 0.504 132 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
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HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
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Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -2.7 pp
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Gray Private Wealth, LLC CIK 0001928877 0.838 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 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
Payne Capital LLC CIK 0002094426 0.375 59 0.0 0.0% 0 +0.0 pp -1.8 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
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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 -0.6 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status